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
$554M
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.46M
3
+$1.46M
4
XRX icon
Xerox
XRX
+$1.42M
5
BKNG icon
Booking.com
BKNG
+$1.33M

Top Sells

1
+$2.53M
2
+$1.37M
3
+$1.3M
4
KO icon
Coca-Cola
KO
+$1.27M
5
T icon
AT&T
T
+$1.04M

Sector Composition

1 Technology 31.65%
2 Healthcare 20.17%
3 Industrials 9.97%
4 Consumer Staples 8.77%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-6,740
152
– –
-5,067
153
– –
-16,000
3 4 5 6
7