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
$1.42B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.44M
3
+$3.4M
4
LNG icon
Cheniere Energy
LNG
+$3.07M
5
HPQ icon
HP
HPQ
+$2.69M

Top Sells

1
+$12.7M
2
+$9.16M
3
+$4.46M
4
MELI icon
Mercado Libre
MELI
+$2.97M
5
AAPL icon
Apple
AAPL
+$2.65M

Sector Composition

1 Technology 36.82%
2 Healthcare 13.59%
3 Communication Services 11.37%
4 Consumer Discretionary 11.15%
5 Financials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-33,845
227
– –
-10,100
228
– –
-95,560
229
– –
-42,315
230
– –
-58,784
231
– –
-7,285
6 7 8 9
10