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
151
$347K 0.04%
+2,757
152
$345K 0.04%
1,600
153
$336K 0.04%
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154
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155
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156
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157
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158
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160
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161
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162
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163
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164
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165
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166
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167
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170
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171
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174
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$224K 0.03%
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