IHL

Investment House LLC Portfolio holdings

AUM $2.1B
1-Year Est. Return 25.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.16M
3
+$3.1M
4
MSI icon
Motorola Solutions
MSI
+$3.07M
5
MELI icon
Mercado Libre
MELI
+$2.69M

Top Sells

1
+$3.66M
2
+$3.21M
3
+$2.65M
4
META icon
Meta Platforms (Facebook)
META
+$2.5M
5
CCL icon
Carnival Corp
CCL
+$2.27M

Sector Composition

1 Technology 33.59%
2 Healthcare 14.71%
3 Consumer Discretionary 11.6%
4 Communication Services 11.08%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-9,000
227
– –
-1,845
228
– –
-55,633
229
– –
-2,510
230
– –
-7,981
231
– –
-6,400
232
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-17,827
6 7 8 9
10