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
$711M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.72M
3
+$1.77M
4
BABA icon
Alibaba
BABA
+$1.13M
5
AMZN icon
Amazon
AMZN
+$954K

Top Sells

1
+$4.11M
2
+$3.27M
3
+$878K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$816K
5
MDT icon
Medtronic
MDT
+$725K

Sector Composition

1 Technology 24.87%
2 Healthcare 19.94%
3 Communication Services 12.43%
4 Consumer Discretionary 11.32%
5 Industrials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$247K 0.03%
5,575
177
$244K 0.03%
1,600
178
$235K 0.03%
4,717
+3
179
$235K 0.03%
2,737
+165
180
$222K 0.03%
5,894
181
$217K 0.03%
+6,705
182
$217K 0.03%
4,350
-10,680
183
$200K 0.03%
+3,900
184
$152K 0.02%
15,000
185
$33K ﹤0.01%
43
186
$22K ﹤0.01%
14,840
+6,000
187
– –
-5,655
188
– –
-23,015
189
– –
-8,225
190
– –
-36,995
191
– –
-2,067
192
– –
-1,775
193
– –
-3,145
194
– –
-21,200
195
– –
-6,850
4 5 6 7
8