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
$601M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.36M
3
+$1.23M
4
BFH icon
Bread Financial
BFH
+$1.15M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$978K

Top Sells

1
+$1.61M
2
+$1.13M
3
+$1.05M
4
PG icon
Procter & Gamble
PG
+$534K
5
BGS icon
B&G Foods
BGS
+$480K

Sector Composition

1 Technology 30.91%
2 Healthcare 22.35%
3 Industrials 9.5%
4 Communication Services 8.4%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.24M 0.37%
1,930
+205
77
$2.2M 0.37%
21,640
+7,835
78
$2.11M 0.35%
21,530
+6,140
79
$2.1M 0.35%
280,859
-215,836
80
$2.02M 0.34%
48,600
81
$1.94M 0.32%
54,690
+47,015
82
$1.92M 0.32%
22,657
-1,308
83
$1.91M 0.32%
13,360
84
$1.87M 0.31%
28,802
85
$1.84M 0.31%
19,438
-4,052
86
$1.78M 0.3%
9,009
+5,820
87
$1.7M 0.28%
25,630
-352
88
$1.66M 0.28%
37,591
+311
89
$1.66M 0.28%
32,350
90
$1.63M 0.27%
16,628
+150
91
$1.61M 0.27%
24,400
+25
92
$1.55M 0.26%
12,615
-1,632
93
$1.44M 0.24%
27,990
-2,025
94
$1.34M 0.22%
12,350
+150
95
$1.3M 0.22%
13,137
+150
96
$1.27M 0.21%
62,225
+34,800
97
$1.23M 0.2%
+10,895
98
$1.15M 0.19%
41,800
-17,425
99
$1.14M 0.19%
12,375
100
$1.14M 0.19%
44,090
2 3
4
5 6