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
$1.27B
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$4.28M
3
+$3.98M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.54M
5
AXP icon
American Express
AXP
+$3.3M

Top Sells

1
+$6.45M
2
+$6.06M
3
+$4.74M
4
UPS icon
United Parcel Service
UPS
+$3.4M
5
GLW icon
Corning
GLW
+$3.35M

Sector Composition

1 Technology 37.89%
2 Healthcare 12.61%
3 Communication Services 11.34%
4 Consumer Discretionary 10.29%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$388K 0.03%
2,904
-1,143
152
$383K 0.03%
1,500
153
$368K 0.03%
1,600
154
$364K 0.03%
11,234
155
$356K 0.03%
5,226
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156
$344K 0.03%
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-250
157
$332K 0.03%
3,000
158
$327K 0.03%
5,432
159
$317K 0.03%
2,650
160
$312K 0.02%
15,869
161
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2,400
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162
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2,510
-2,965
163
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164
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-2,860
165
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166
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167
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168
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169
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170
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171
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172
$248K 0.02%
1,380
173
$239K 0.02%
2,525
174
$227K 0.02%
6,011
175
$219K 0.02%
6,625
4 5 6
7
8