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
$1.76B
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$4.18M
3
+$3.98M
4
DELL icon
Dell
DELL
+$3.89M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$3.71M

Top Sells

1
+$9.8M
2
+$5.77M
3
+$4.67M
4
INTU icon
Intuit
INTU
+$4.26M
5
AMZN icon
Amazon
AMZN
+$3.68M

Sector Composition

1 Technology 36.46%
2 Consumer Discretionary 14.07%
3 Communication Services 12%
4 Healthcare 11.25%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$791K 0.05%
11,675
152
$739K 0.04%
+28,588
153
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7,759
+150
154
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+157
155
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3,500
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156
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6,307
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157
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4,110
158
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159
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1,550
160
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161
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162
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163
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164
$598K 0.03%
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165
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166
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167
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171
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172
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173
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5,200
174
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20,198
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175
$506K 0.03%
7,980
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