IHL

Investment House LLC Portfolio holdings

AUM $1.98B
1-Year Est. Return 20.44%
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$485K
3
+$474K
4
AMZN icon
Amazon
AMZN
+$440K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$369K

Top Sells

1
+$3.11M
2
+$2.98M
3
+$1.68M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$682K
5
NVS icon
Novartis
NVS
+$614K

Sector Composition

1 Technology 31.18%
2 Healthcare 21.5%
3 Consumer Staples 9.14%
4 Industrials 8.96%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.95M 0.39%
25,175
77
$1.73M 0.35%
34,422
+200
78
$1.63M 0.33%
14,160
79
$1.5M 0.3%
36,445
+1,825
80
$1.35M 0.27%
16,187
+350
81
$1.33M 0.27%
28,675
+200
82
$1.33M 0.27%
14,528
+275
83
$1.31M 0.27%
31,356
84
$1.23M 0.25%
21,882
-628
85
$1.17M 0.24%
12,095
-100
86
$1.04M 0.21%
40,921
+11
87
$989K 0.2%
24,340
+210
88
$961K 0.19%
44,090
89
$955K 0.19%
12,300
+250
90
$892K 0.18%
36,162
+9
91
$857K 0.17%
23,389
92
$805K 0.16%
17,805
+105
93
$788K 0.16%
9,802
+598
94
$780K 0.16%
6,875
-120
95
$760K 0.15%
12,820
96
$760K 0.15%
13,944
+6,774
97
$720K 0.15%
10,050
-400
98
$698K 0.14%
11,010
+4,760
99
$695K 0.14%
34,700
100
$673K 0.14%
8,459
+604
2 3
4
5 6