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
$1.22B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$7.92M
3
+$6.9M
4
AMZN icon
Amazon
AMZN
+$6.38M
5
XP icon
XP
XP
+$3.79M

Top Sells

1
+$13.3M
2
+$7.78M
3
+$3.43M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.16M
5
SE icon
Sea Limited
SE
+$1.5M

Sector Composition

1 Technology 39.82%
2 Healthcare 15.57%
3 Communication Services 10%
4 Consumer Discretionary 8.95%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$724K 0.06%
9,635
127
$710K 0.06%
3,555
-2,370
128
$708K 0.06%
11,040
+390
129
$707K 0.06%
5,426
+241
130
$692K 0.06%
7,300
131
$677K 0.06%
20,000
+6,000
132
$675K 0.06%
8,612
-75
133
$663K 0.05%
1,605
+50
134
$662K 0.05%
17,015
135
$659K 0.05%
5,475
136
$633K 0.05%
+14,428
137
$614K 0.05%
9,400
138
$595K 0.05%
+125,000
139
$573K 0.05%
9,499
+3,994
140
$564K 0.05%
5,684
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141
$559K 0.05%
5,100
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142
$551K 0.05%
12,425
143
$540K 0.04%
6,242
-21,984
144
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+17,138
145
$522K 0.04%
6,400
-3,697
146
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5,733
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147
$497K 0.04%
3,000
+150
148
$481K 0.04%
1,350
149
$453K 0.04%
19,224
-526
150
$442K 0.04%
2,400
4 5
6
7 8