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
$461M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.3M
3
+$17.1M
4
IBM icon
IBM
IBM
+$15.6M
5
TRMB icon
Trimble
TRMB
+$15.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 31.71%
2 Healthcare 21.49%
3 Consumer Staples 9.72%
4 Industrials 9.18%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$266K 0.06%
+6,975
127
$264K 0.06%
+6,800
128
$244K 0.05%
+5,509
129
$203K 0.04%
+5,237
130
$203K 0.04%
+170
131
$129K 0.03%
+2,568
132
$85K 0.02%
+2,600
133
$25K 0.01%
+10,000
2 3 4 5
6