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
1
$45.2M 5.52%
1,078,172
-7,984
2
$39.4M 4.81%
246,791
-5,105
3
$30.2M 3.69%
331,343
-724
4
$24.7M 3.02%
142,698
-1,137
5
$23.9M 2.91%
110,410
-336
6
$23.2M 2.83%
320,880
-2,640
7
$21.6M 2.64%
416,900
-2,420
8
$20.1M 2.46%
109,709
-1,266
9
$20M 2.44%
387,960
-2,400
10
$19.3M 2.35%
225,029
-797
11
$16.4M 2%
68,294
-418
12
$15.8M 1.92%
207,979
-976
13
$15.7M 1.92%
102,529
-432
14
$14.5M 1.77%
81,376
15
$14M 1.71%
74,236
-137
16
$13.9M 1.7%
108,755
-544
17
$12.6M 1.54%
174,322
-178
18
$12M 1.46%
230,550
-1,727
19
$11.5M 1.41%
84,050
-439
20
$11.4M 1.39%
109,728
+1,130
21
$11.3M 1.38%
224,090
-890
22
$10.9M 1.33%
5,257
+58
23
$10.2M 1.24%
120,738
+133
24
$9.87M 1.2%
92,475
+180
25
$9.4M 1.15%
99,328
-2,403
1
2 3 4 5