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
$1.37B
AUM Growth
-$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$6.41M
3
+$5.17M
4
STZ icon
Constellation Brands
STZ
+$4.07M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.77M

Top Sells

1
+$17.5M
2
+$6.1M
3
+$4.59M
4
CLX icon
Clorox
CLX
+$4.2M
5
MELI icon
Mercado Libre
MELI
+$3.96M

Sector Composition

1 Technology 39.06%
2 Healthcare 14.28%
3 Communication Services 13.39%
4 Consumer Discretionary 7.42%
5 Financials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$407K 0.03%
2,802
152
$403K 0.03%
10,383
+5
153
$400K 0.03%
5,484
154
$397K 0.03%
1,185
155
$392K 0.03%
6,600
-100
156
$369K 0.03%
6,651
157
$337K 0.02%
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158
$331K 0.02%
1,600
159
$324K 0.02%
3,765
160
$322K 0.02%
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161
$318K 0.02%
1,500
162
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2,800
-5
163
$307K 0.02%
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164
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165
$294K 0.02%
16,295
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166
$283K 0.02%
1,180
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167
$278K 0.02%
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168
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169
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171
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5,600
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172
$256K 0.02%
720
173
$244K 0.02%
975
174
$242K 0.02%
2,000
175
$238K 0.02%
2,785
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7
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