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
$1.14B
AUM Growth
-$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$7.97M
3
+$3.86M
4
ZTS icon
Zoetis
ZTS
+$2.58M
5
EW icon
Edwards Lifesciences
EW
+$2.54M

Top Sells

1
+$11.4M
2
+$9.38M
3
+$4.67M
4
FDX icon
FedEx
FDX
+$4.43M
5
META icon
Meta Platforms (Facebook)
META
+$4.41M

Sector Composition

1 Technology 38.3%
2 Healthcare 16.52%
3 Communication Services 10.49%
4 Industrials 8.27%
5 Consumer Staples 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.64M 0.59%
29,233
52
$6.29M 0.55%
37,345
-1,095
53
$6.25M 0.55%
22,785
+3,250
54
$5.98M 0.53%
11,000
+1,537
55
$5.81M 0.51%
34,886
-25
56
$5.67M 0.5%
28,245
+20
57
$5.62M 0.49%
17,797
-200
58
$5.35M 0.47%
59,576
+13,160
59
$4.9M 0.43%
9,540
+30
60
$4.82M 0.42%
52,063
-175
61
$4.79M 0.42%
62,202
+15,275
62
$4.76M 0.42%
40,005
-37,395
63
$4.29M 0.38%
61,327
64
$4.15M 0.37%
38,211
-580
65
$4.05M 0.36%
47,835
66
$4.01M 0.35%
20,722
-85
67
$3.99M 0.35%
64,966
-235
68
$3.79M 0.33%
+61,085
69
$3.77M 0.33%
93,051
+28,200
70
$3.6M 0.32%
15,437
-150
71
$3.25M 0.29%
62,018
-1,625
72
$3.21M 0.28%
29,705
-1,860
73
$3.17M 0.28%
11,611
-8,505
74
$2.88M 0.25%
19,698
+1,130
75
$2.59M 0.23%
14,850
-1,500
1 2
3
4 5