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
101
$1M 0.09%
6,457
-275
102
$952K 0.08%
8,650
103
$940K 0.08%
11,348
-16,854
104
$845K 0.07%
4,728
105
$833K 0.07%
8,824
-8,077
106
$833K 0.07%
8,575
107
$812K 0.07%
14,544
-253
108
$792K 0.07%
5,435
109
$775K 0.07%
10,097
110
$772K 0.07%
9,635
111
$762K 0.07%
11,153
-3,354
112
$758K 0.07%
3,715
-272
113
$753K 0.07%
7,404
114
$735K 0.06%
7,300
115
$706K 0.06%
1,195
116
$693K 0.06%
24,215
-715
117
$684K 0.06%
+10,754
118
$632K 0.06%
8,270
119
$598K 0.05%
4,915
-200
120
$596K 0.05%
936
-43
121
$569K 0.05%
5,050
-250
122
$561K 0.05%
1,600
123
$547K 0.05%
5,700
124
$546K 0.05%
13,100
125
$517K 0.05%
+10,280
3 4
5
6 7