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
26
$13.5M 0.96%
202,914
27
$13M 0.92%
91,860
-75
28
$12.8M 0.91%
109,546
+215
29
$12.8M 0.9%
84,508
-537
30
$12.7M 0.89%
76,553
+265
31
$12.3M 0.87%
69,705
-90
32
$12M 0.85%
+35,000
33
$11.8M 0.83%
128,965
34
$11.4M 0.81%
54,980
+215
35
$11.3M 0.8%
49,072
+485
36
$10.9M 0.77%
41,991
+612
37
$10.5M 0.74%
292,003
+2,675
38
$10.4M 0.73%
61,565
+14,082
39
$10.4M 0.73%
793,200
-29,480
40
$10.1M 0.71%
94,367
+275
41
$9.88M 0.7%
40,332
+40
42
$9.82M 0.69%
197,145
-25,164
43
$9.17M 0.65%
45,421
+155
44
$8.69M 0.61%
39,723
+556
45
$8.37M 0.59%
49,546
+2,755
46
$8.12M 0.57%
34,189
-1
47
$8.02M 0.57%
102,727
+4,443
48
$7.93M 0.56%
83,946
+640
49
$7.73M 0.55%
52,136
50
$7.66M 0.54%
28,080
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