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
$1.29B
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.45M
3
+$2.93M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.49M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$2.19M

Top Sells

1
+$27M
2
+$22.2M
3
+$16.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12M
5
MDT icon
Medtronic
MDT
+$7.28M

Sector Composition

1 Technology 35.75%
2 Healthcare 13.39%
3 Communication Services 12.57%
4 Consumer Discretionary 10.12%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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229
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-690
230
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231
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-141,900
232
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-2,687
233
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-89,875
234
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-4,000
235
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-29,475
236
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-14,059
237
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-16,539
6 7 8 9
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