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
101
$1.22M 0.15%
10,456
-539
102
$1.19M 0.15%
20,815
+425
103
$1.17M 0.14%
32,830
+990
104
$1.16M 0.14%
4,000
105
$1.16M 0.14%
52,975
+22,150
106
$1.15M 0.14%
28,475
107
$1.1M 0.13%
23,041
+16,387
108
$1.09M 0.13%
18,505
-200
109
$1.07M 0.13%
24,730
-35
110
$1.06M 0.13%
26,000
111
$1.03M 0.13%
4,105
-5
112
$919K 0.11%
13,730
113
$875K 0.11%
+4,140
114
$852K 0.1%
28,719
115
$826K 0.1%
+2,398
116
$824K 0.1%
8,875
117
$801K 0.1%
11,170
118
$793K 0.1%
24,740
+1,600
119
$790K 0.1%
7,861
-11,184
120
$786K 0.1%
8,425
121
$782K 0.1%
10,758
-14,980
122
$771K 0.09%
2,931
+64
123
$754K 0.09%
18,280
124
$698K 0.09%
5,950
+170
125
$672K 0.08%
2,050
3 4
5
6 7