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
$494M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$485K
3
+$474K
4
AMZN icon
Amazon
AMZN
+$440K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$369K

Top Sells

1
+$3.11M
2
+$2.98M
3
+$1.68M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$682K
5
NVS icon
Novartis
NVS
+$614K

Sector Composition

1 Technology 31.18%
2 Healthcare 21.5%
3 Consumer Staples 9.14%
4 Industrials 8.96%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.6M 5.18%
253,064
-1,375
2
$21.3M 4.3%
1,248,884
-5,040
3
$17.6M 3.57%
808,379
-1,646
4
$16.2M 3.28%
546,249
-800
5
$14.8M 3%
295,219
+11,204
6
$12.5M 2.53%
227,703
-200
7
$11.4M 2.31%
214,728
8
$11.2M 2.27%
337,567
-93,500
9
$11.2M 2.27%
63,288
-16,841
10
$9.99M 2.02%
150,690
-225
11
$9.4M 1.9%
108,389
+450
12
$8.55M 1.73%
74,215
+189
13
$8.45M 1.71%
359,800
-119
14
$8.44M 1.71%
32,251
-25
15
$8.4M 1.7%
163,131
-556
16
$8.2M 1.66%
82,994
-200
17
$7.5M 1.52%
111,380
+51
18
$7.31M 1.48%
84,612
-175
19
$7.21M 1.46%
95,052
-985
20
$7.1M 1.44%
96,386
+160
21
$6.95M 1.4%
231,320
-250
22
$6.6M 1.33%
51,441
-100
23
$6.47M 1.31%
56,730
-225
24
$6.24M 1.26%
120,114
25
$6.19M 1.25%
160,430
+730
1
2 3 4 5