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
1
$31.2M 5.2%
1,240,324
-6,660
2
$29.5M 4.91%
244,360
-850
3
$23.8M 3.95%
817,639
+1,083
4
$22.8M 3.79%
288,255
5
$16.3M 2.71%
534,336
-4,830
6
$15.6M 2.59%
336,067
-570
7
$14M 2.34%
226,686
-1,275
8
$13.1M 2.19%
149,930
-175
9
$12.6M 2.09%
228,786
+310
10
$11.7M 1.95%
110,229
-280
11
$10.6M 1.75%
99,120
+375
12
$10.1M 1.68%
51,781
+60
13
$9.71M 1.62%
84,574
+50
14
$9.56M 1.59%
76,321
-464
15
$9.01M 1.5%
55,786
+105
16
$8.7M 1.45%
364,932
+47
17
$8.51M 1.41%
92,712
-340
18
$8.48M 1.41%
163,943
19
$8.46M 1.41%
113,130
-199
20
$8.3M 1.38%
162,190
-300
21
$8.27M 1.37%
237,354
-3,318
22
$8.19M 1.36%
233,570
+250
23
$8.09M 1.34%
99,421
+25
24
$8M 1.33%
44,059
-455
25
$7.99M 1.33%
115,514
+535
1
2 3 4 5