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
101
$624K 0.13%
8,925
+300
102
$610K 0.12%
17,925
103
$596K 0.12%
5,253
+1,130
104
$583K 0.12%
7,725
-2,275
105
$569K 0.12%
23,069
+1,289
106
$514K 0.1%
12,475
+200
107
$513K 0.1%
8,917
+2,045
108
$485K 0.1%
+7,840
109
$456K 0.09%
7,300
110
$447K 0.09%
9,597
111
$434K 0.09%
10,000
+2,275
112
$412K 0.08%
5,660
113
$398K 0.08%
7,675
+700
114
$397K 0.08%
9,700
-125
115
$376K 0.08%
6,766
+422
116
$375K 0.08%
4,245
117
$361K 0.07%
5,603
118
$356K 0.07%
+16,000
119
$341K 0.07%
6,180
+920
120
$339K 0.07%
6,150
-320
121
$338K 0.07%
3,695
+622
122
$329K 0.07%
8,550
123
$325K 0.07%
8,050
124
$310K 0.06%
6,800
125
$303K 0.06%
6,569
+4
2 3 4
5
6