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
$1.14B
AUM Growth
-$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$7.97M
3
+$3.86M
4
ZTS icon
Zoetis
ZTS
+$2.58M
5
EW icon
Edwards Lifesciences
EW
+$2.54M

Top Sells

1
+$11.4M
2
+$9.38M
3
+$4.67M
4
FDX icon
FedEx
FDX
+$4.43M
5
META icon
Meta Platforms (Facebook)
META
+$4.41M

Sector Composition

1 Technology 38.3%
2 Healthcare 16.52%
3 Communication Services 10.49%
4 Industrials 8.27%
5 Consumer Staples 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-10,760
177
– –
-2,525
178
– –
-4,729
179
– –
-1,180
180
– –
-1,040
181
– –
-8,790
4 5 6 7
8