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
$922M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$3.03M
3
+$2.49M
4
META icon
Meta Platforms (Facebook)
META
+$2.15M
5
LNG icon
Cheniere Energy
LNG
+$1.95M

Top Sells

1
+$12.3M
2
+$2.9M
3
+$1.65M
4
HPQ icon
HP
HPQ
+$1.64M
5
MA icon
Mastercard
MA
+$1.47M

Sector Composition

1 Technology 31.75%
2 Healthcare 15.55%
3 Consumer Discretionary 11.81%
4 Communication Services 11.07%
5 Industrials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$213K 0.02%
+1,016
177
$30K ﹤0.01%
15,140
178
– –
-1,718
179
– –
-1,970
180
– –
-11,259
181
– –
-15,125
4 5 6 7
8