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
126
$299K 0.06%
4,800
127
$297K 0.06%
7,205
+2
128
$291K 0.06%
8,825
129
$286K 0.06%
5,509
130
$272K 0.06%
+4,650
131
$271K 0.05%
6,740
+1,503
132
$241K 0.05%
+4,439
133
$217K 0.04%
+2,850
134
$212K 0.04%
+785
135
$209K 0.04%
5,067
+4,897
136
$99K 0.02%
+71
137
$64K 0.01%
+15,200
138
$34K 0.01%
10,000
139
– –
-8,170
140
– –
-2,600
141
– –
-2,568
2 3 4 5
6