IHL

Investment House LLC Portfolio holdings

AUM $1.92B
1-Year Est. Return 23.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
-$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$2.23M
3
+$2.08M
4
AMZN icon
Amazon
AMZN
+$1.77M
5
YUMC icon
Yum China
YUMC
+$1.04M

Top Sells

1
+$2.45M
2
+$1.27M
3
+$1.25M
4
ADPT
Adeptus Health Inc
ADPT
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.05M

Sector Composition

1 Technology 25.32%
2 Healthcare 20.34%
3 Communication Services 12.02%
4 Industrials 10.6%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$209K 0.03%
+1,775
177
$203K 0.03%
+5,894
178
$141K 0.02%
15,000
-20,000
179
$35K 0.01%
43
180
$28K ﹤0.01%
8,840
+1,800
181
– –
-2,035
182
– –
-61,757
183
– –
-28,450
184
– –
-8,700
185
– –
-6,704
186
– –
-14,275
187
– –
-6,100
188
– –
-2,155
189
– –
-13,035
190
– –
-64,000
191
– –
-15,620
192
– –
-2,544
193
– –
-28,875
194
– –
-21,740
195
– –
-8,910
196
– –
-22,000
197
– –
-31,630
198
– –
-18,360
199
– –
-15,855
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