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
$620M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.34M
3
+$1.27M
4
BKNG icon
Booking.com
BKNG
+$977K
5
PVH icon
PVH
PVH
+$926K

Top Sells

1
+$2.56M
2
+$2.31M
3
+$2.1M
4
KO icon
Coca-Cola
KO
+$1.3M
5
VYX icon
NCR Voyix
VYX
+$1.27M

Sector Composition

1 Technology 27.92%
2 Healthcare 24.19%
3 Industrials 11.15%
4 Consumer Discretionary 8.51%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$222K 0.04%
+2,800
152
$216K 0.03%
+6,399
153
$215K 0.03%
2,125
+75
154
$212K 0.03%
3,067
+150
155
$124K 0.02%
71
156
– –
-15,200
157
– –
-11,250
158
– –
-14,148
159
– –
-4,065
160
– –
-32,014
161
– –
-62,225
162
– –
-280,859
3 4 5 6
7