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
101
$999K 0.17%
24,507
+1,188
102
$978K 0.16%
+17,710
103
$961K 0.16%
13,958
+248
104
$924K 0.15%
17,775
105
$901K 0.15%
10,450
+200
106
$848K 0.14%
9,300
107
$811K 0.13%
17,175
-600
108
$786K 0.13%
30,837
109
$771K 0.13%
11,820
-100
110
$726K 0.12%
5,253
111
$726K 0.12%
4,405
+3,025
112
$724K 0.12%
8,275
+250
113
$724K 0.12%
12,746
114
$699K 0.12%
29,800
115
$678K 0.11%
+5,600
116
$591K 0.1%
12,425
117
$569K 0.09%
3,100
-1,025
118
$521K 0.09%
5,853
+150
119
$515K 0.09%
2,135
+610
120
$493K 0.08%
20,985
-5,375
121
$490K 0.08%
9,597
122
$454K 0.08%
6,660
123
$451K 0.08%
6,382
-243
124
$442K 0.07%
7,675
125
$412K 0.07%
7,900
3 4
5
6 7