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
176
$215K 0.03%
1,385
177
$205K 0.03%
1,800
+100
178
$205K 0.03%
2,400
179
$196K 0.02%
3,028
+409
180
$34K ﹤0.01%
14,840
181
$12K ﹤0.01%
47
182
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-17,052
183
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-5,964
184
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-109,750
185
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-8,600
186
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-4,930
187
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-18,665
188
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-4,106
189
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-5,565
190
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-4,888
191
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192
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-6,290
193
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0
194
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195
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-1,695
196
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197
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-9,560
198
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-6,805
199
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-3,075
200
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-7,353
5 6 7
8
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