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
126
$888K 0.06%
6,185
-15
127
$875K 0.06%
1,750
128
$829K 0.06%
+29,475
129
$828K 0.06%
+690
130
$809K 0.06%
+4,703
131
$809K 0.06%
+2,687
132
$794K 0.06%
11,102
133
$776K 0.05%
10,520
+5,495
134
$769K 0.05%
+43,470
135
$750K 0.05%
15,075
136
$743K 0.05%
1,040
137
$719K 0.05%
14,300
138
$707K 0.05%
83,633
139
$700K 0.05%
7,603
140
$676K 0.05%
4,578
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141
$675K 0.05%
10,097
142
$665K 0.05%
7,760
+360
143
$651K 0.05%
+12,010
144
$650K 0.05%
60,909
-23,980
145
$593K 0.04%
6,895
-145
146
$577K 0.04%
1,195
147
$575K 0.04%
5,479
+1,814
148
$567K 0.04%
10,490
149
$560K 0.04%
1,202
150
$550K 0.04%
18,151
-598
4 5
6
7 8