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
101
$908K 0.16%
17,775
-150
102
$877K 0.16%
+11,520
103
$863K 0.16%
+45,195
104
$823K 0.15%
12,620
-200
105
$818K 0.15%
17,700
-105
106
$764K 0.14%
8,475
+4,230
107
$757K 0.14%
10,050
108
$745K 0.13%
+33,125
109
$698K 0.13%
9,225
+300
110
$696K 0.13%
7,675
-2,325
111
$665K 0.12%
5,820
-1,055
112
$657K 0.12%
30,700
-4,000
113
$586K 0.11%
7,885
-3,125
114
$558K 0.1%
12,425
-50
115
$505K 0.09%
7,192
-648
116
$498K 0.09%
9,597
117
$489K 0.09%
4,123
-1,130
118
$486K 0.09%
5,660
119
$476K 0.09%
+22,779
120
$428K 0.08%
5,603
121
$424K 0.08%
7,675
122
$411K 0.07%
6,660
-106
123
$369K 0.07%
7,900
+175
124
$369K 0.07%
5,700
-1,600
125
$365K 0.07%
6,363
+213
3 4
5
6 7