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
126
$412K 0.07%
1,255
127
$406K 0.07%
12,700
-9,400
128
$397K 0.07%
5,660
129
$394K 0.07%
5,700
130
$368K 0.06%
6,581
+3
131
$365K 0.06%
6,310
132
$353K 0.06%
9,350
133
$349K 0.06%
+5,850
134
$331K 0.06%
7,700
135
$299K 0.05%
4,800
136
$291K 0.05%
4,545
137
$281K 0.05%
6,800
138
$269K 0.04%
6,700
+400
139
$269K 0.04%
5,195
-175
140
$266K 0.04%
11,250
-5,525
141
$250K 0.04%
6,550
+500
142
$248K 0.04%
4,400
143
$242K 0.04%
4,439
144
$240K 0.04%
5,491
+3
145
$240K 0.04%
9,105
+8
146
$236K 0.04%
1,999
-295
147
$229K 0.04%
4,065
-660
148
$228K 0.04%
14,148
149
$224K 0.04%
2,650
150
$223K 0.04%
2,917
+200
3 4 5
6
7