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
$1.7B
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$9.36M
3
+$7.01M
4
EXPE icon
Expedia Group
EXPE
+$5.92M
5
BA icon
Boeing
BA
+$5.6M

Top Sells

1
+$4.03M
2
+$2.75M
3
+$2.55M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.99M
5
XOM icon
Exxon Mobil
XOM
+$1.81M

Sector Composition

1 Technology 37.86%
2 Healthcare 11.97%
3 Consumer Discretionary 11.95%
4 Communication Services 11.48%
5 Industrials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$632K 0.04%
11,975
-200
152
$632K 0.04%
2,100
-4,222
153
$627K 0.04%
8,871
154
$599K 0.04%
7,300
155
$581K 0.03%
5,000
-2,904
156
$580K 0.03%
2,539
-2,079
157
$578K 0.03%
+7,542
158
$521K 0.03%
1,500
159
$496K 0.03%
1,355
160
$496K 0.03%
2,800
-200
161
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5,733
162
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4,054
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163
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7,185
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164
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1,100
165
$454K 0.03%
5,690
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166
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167
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168
$438K 0.03%
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169
$429K 0.03%
1,600
170
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+10,000
171
$428K 0.03%
+3,000
172
$410K 0.02%
5,315
173
$400K 0.02%
2,610
+550
174
$398K 0.02%
1,290
175
$391K 0.02%
5,432
5 6
7
8 9