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
$818M
AUM Growth
-$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$2.4M
3
+$2M
4
GLW icon
Corning
GLW
+$1.48M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.4M

Top Sells

1
+$2.78M
2
+$2.02M
3
+$1.27M
4
DIS icon
Walt Disney
DIS
+$1.12M
5
OMC icon
Omnicom Group
OMC
+$1.09M

Sector Composition

1 Technology 28.82%
2 Healthcare 16.82%
3 Consumer Discretionary 12.48%
4 Communication Services 11.31%
5 Industrials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.73M 0.33%
45,489
-250
77
$2.69M 0.33%
41,389
-515
78
$2.62M 0.32%
25,006
-2,021
79
$2.59M 0.32%
33,460
-752
80
$2.5M 0.31%
39,604
-500
81
$2.45M 0.3%
28,815
-400
82
$2.43M 0.3%
15,538
-50
83
$2.31M 0.28%
17,988
-16
84
$2.25M 0.28%
103,633
85
$2.13M 0.26%
9,955
-40
86
$1.96M 0.24%
41,066
-967
87
$1.95M 0.24%
20,000
-3,035
88
$1.92M 0.23%
22,097
-48
89
$1.85M 0.23%
21,835
+1,120
90
$1.74M 0.21%
3,206
+1,791
91
$1.7M 0.21%
60,808
+53,255
92
$1.54M 0.19%
24,750
-3,310
93
$1.51M 0.18%
18,105
94
$1.51M 0.18%
36,390
95
$1.46M 0.18%
9,918
-469
96
$1.4M 0.17%
+29,890
97
$1.4M 0.17%
26,461
-1,739
98
$1.25M 0.15%
6,252
+49
99
$1.23M 0.15%
74,933
100
$1.23M 0.15%
28,241
-500
2 3
4
5 6