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
$554M
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.58M
3
+$1.53M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.46M
5
BKNG icon
Booking.com
BKNG
+$1.4M

Top Sells

1
+$2.64M
2
+$1.39M
3
+$1.33M
4
PFE icon
Pfizer
PFE
+$1.3M
5
T icon
AT&T
T
+$1.04M

Sector Composition

1 Technology 32.51%
2 Healthcare 20.17%
3 Industrials 9.11%
4 Consumer Staples 8.77%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.38%
55,293
-9,025
77
$2.01M 0.36%
25,075
-100
78
$1.85M 0.33%
13,810
-350
79
$1.71M 0.31%
33,422
-1,000
80
$1.64M 0.3%
19,417
-7,510
81
$1.61M 0.29%
30,375
+1,700
82
$1.59M 0.29%
+35,400
83
$1.54M 0.28%
14,678
+150
84
$1.53M 0.28%
+45,150
85
$1.52M 0.27%
33,360
+9,020
86
$1.4M 0.25%
15,437
-750
87
$1.4M 0.25%
+1,200
88
$1.36M 0.25%
31,950
+594
89
$1.34M 0.24%
21,452
+12,535
90
$1.2M 0.22%
12,275
+180
91
$1.15M 0.21%
+14,085
92
$1.04M 0.19%
44,090
93
$1.03M 0.19%
12,300
94
$984K 0.18%
19,528
-2,354
95
$957K 0.17%
23,389
96
$947K 0.17%
+67,870
97
$941K 0.17%
15,999
+2,055
98
$938K 0.17%
10,095
+6,400
99
$928K 0.17%
+22,700
100
$913K 0.16%
34,803
-1,359
2 3
4
5 6