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
126
$672K 0.08%
17,895
+7,805
127
$661K 0.08%
30,010
128
$632K 0.08%
10,925
-100
129
$617K 0.08%
5,360
130
$601K 0.07%
6,927
-461
131
$572K 0.07%
4,915
132
$553K 0.07%
9,455
-50
133
$519K 0.06%
4,590
-215
134
$501K 0.06%
29,300
135
$500K 0.06%
9,625
-4,300
136
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7,200
137
$478K 0.06%
10,910
138
$472K 0.06%
15,736
+2
139
$458K 0.06%
7,300
140
$452K 0.06%
7,295
-3,330
141
$422K 0.05%
6,630
+5
142
$414K 0.05%
4,525
143
$408K 0.05%
6,550
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144
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4,125
-550
145
$399K 0.05%
2,550
146
$376K 0.05%
3,420
-200
147
$364K 0.04%
1,900
+50
148
$358K 0.04%
+4,860
149
$355K 0.04%
6,768
-122
150
$354K 0.04%
5,250
4 5
6
7 8