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
151
$210K 0.03%
5,650
152
$209K 0.03%
4,536
153
$203K 0.03%
2,050
+150
154
$181K 0.03%
15,200
155
$109K 0.02%
71
156
– –
-42,295
157
– –
-13,750
158
– –
-3,700
3 4 5 6
7