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
$766M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.53M
3
+$1.5M
4
ZTS icon
Zoetis
ZTS
+$1.3M
5
AMZN icon
Amazon
AMZN
+$834K

Top Sells

1
+$3.94M
2
+$3.27M
3
+$1.82M
4
GM icon
General Motors
GM
+$1.64M
5
RILY icon
BRC Group Holdings
RILY
+$1.17M

Sector Composition

1 Technology 26.63%
2 Healthcare 19.24%
3 Communication Services 12.81%
4 Consumer Discretionary 11.44%
5 Industrials 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$592K 0.08%
11,025
+250
127
$590K 0.08%
18,280
128
$589K 0.08%
6,165
129
$584K 0.08%
4,820
+1,975
130
$563K 0.07%
32,000
-41,090
131
$562K 0.07%
7,388
132
$546K 0.07%
4,805
133
$537K 0.07%
13,853
134
$521K 0.07%
2,050
135
$517K 0.07%
9,230
+2,050
136
$511K 0.07%
6,622
+4
137
$506K 0.07%
7,200
138
$463K 0.06%
18,665
-22,960
139
$463K 0.06%
+1,790
140
$459K 0.06%
4,915
141
$458K 0.06%
7,300
142
$448K 0.06%
+12,600
143
$436K 0.06%
10,910
-150
144
$404K 0.05%
5,250
145
$395K 0.05%
10,175
+15
146
$388K 0.05%
3,350
147
$384K 0.05%
19,252
148
$377K 0.05%
2,550
149
$372K 0.05%
+7,595
150
$357K 0.05%
+6,290
4 5
6
7 8