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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
$802M
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$5.25M
3
+$3.46M
4
CSCO icon
Cisco
CSCO
+$3.32M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.1M

Top Sells

1
+$3.79M
2
+$2.6M
3
+$2.55M
4
META icon
Meta Platforms (Facebook)
META
+$2.27M
5
DLX icon
Deluxe
DLX
+$2.22M

Sector Composition

1 Technology 30.43%
2 Healthcare 16.72%
3 Consumer Discretionary 10.98%
4 Communication Services 10.83%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-9,099
191
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192
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