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
$554M
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.58M
3
+$1.53M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.46M
5
BKNG icon
Booking.com
BKNG
+$1.4M

Top Sells

1
+$2.64M
2
+$1.39M
3
+$1.33M
4
PFE icon
Pfizer
PFE
+$1.3M
5
T icon
AT&T
T
+$1.04M

Sector Composition

1 Technology 32.51%
2 Healthcare 20.17%
3 Industrials 9.11%
4 Consumer Staples 8.77%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.9M 6.11%
251,354
-1,710
2
$25M 4.5%
1,246,252
-2,632
3
$22.6M 4.07%
809,021
+642
4
$18.9M 3.4%
543,744
-2,505
5
$16.1M 2.91%
295,140
-79
6
$14.3M 2.58%
229,578
+1,875
7
$13.3M 2.39%
231,128
+16,400
8
$12.6M 2.27%
336,962
-605
9
$11.5M 2.08%
150,755
+65
10
$10.6M 1.91%
59,000
-4,288
11
$10.1M 1.83%
110,784
+2,395
12
$9.27M 1.67%
77,915
+3,700
13
$8.95M 1.61%
164,591
+1,460
14
$8.71M 1.57%
83,574
+580
15
$8.34M 1.5%
112,346
+966
16
$8.33M 1.5%
360,632
+832
17
$8.31M 1.5%
51,516
+75
18
$8.19M 1.48%
32,076
-175
19
$8.17M 1.47%
86,464
+1,852
20
$8.17M 1.47%
56,811
+81
21
$8.11M 1.46%
98,651
+2,265
22
$7.76M 1.4%
94,252
-800
23
$7.66M 1.38%
231,070
-250
24
$7.32M 1.32%
161,300
+870
25
$7.13M 1.29%
119,094
-1,020
1
2 3 4 5