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
126
$354K 0.06%
6,800
127
$335K 0.06%
8,550
128
$320K 0.06%
1,010
+225
129
$318K 0.06%
7,700
-350
130
$304K 0.05%
6,572
+3
131
$297K 0.05%
+3,755
132
$285K 0.05%
4,438
-1
133
$275K 0.05%
4,750
+100
134
$271K 0.05%
4,400
-1,109
135
$257K 0.05%
4,800
136
$254K 0.05%
+4,350
137
$244K 0.04%
+4,536
138
$240K 0.04%
2,850
139
$234K 0.04%
+4,095
140
$225K 0.04%
5,483
-1,722
141
$224K 0.04%
+4,925
142
$190K 0.03%
71
143
$76K 0.01%
10,000
144
$59K 0.01%
15,200
145
– –
-23,069
146
– –
-9,802
147
– –
-9,700
148
– –
-40,921
149
– –
-6,740
150
– –
-6,180
3 4 5
6
7