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
$935M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.3M
3
+$1.96M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.91M
5
CSCO icon
Cisco
CSCO
+$1.21M

Top Sells

1
+$1.26M
2
+$1.25M
3
+$1.09M
4
AMGN icon
Amgen
AMGN
+$1.08M
5
GILD icon
Gilead Sciences
GILD
+$1.01M

Sector Composition

1 Technology 31.33%
2 Healthcare 16.39%
3 Consumer Discretionary 12.18%
4 Communication Services 11.3%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$234K 0.03%
+9,099
177
$229K 0.02%
1,016
178
$225K 0.02%
5,450
-775
179
$220K 0.02%
2,140
-225
180
$220K 0.02%
1,800
181
$213K 0.02%
1,420
-1,416
182
$208K 0.02%
+2,692
183
$207K 0.02%
+1,800
184
$125K 0.01%
2,319
-145
185
$28K ﹤0.01%
15,140
+300
186
– –
-1,786
187
– –
-3,770
188
– –
-7,777
189
– –
-22,525
190
– –
-2,805
191
– –
-33,690
192
– –
-4,357
193
– –
-108,445
194
– –
-530
195
– –
-13,200
196
– –
-42,115
197
– –
-5,230
198
– –
-85,717
199
– –
-4,565
200
– –
-7,350
5 6 7
8
9