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
$1.07B
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$4.36M
3
+$4.11M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$3.78M
5
EW icon
Edwards Lifesciences
EW
+$2.89M

Top Sells

1
+$10M
2
+$4.4M
3
+$2.53M
4
MDT icon
Medtronic
MDT
+$2.43M
5
AAPL icon
Apple
AAPL
+$1.85M

Sector Composition

1 Technology 38.27%
2 Healthcare 17%
3 Communication Services 9.63%
4 Industrials 8.15%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-2,571
177
– –
-444
178
– –
-14,950
179
– –
-32,273
180
– –
-35,668
181
– –
-2,800
182
– –
-7,610
4 5 6 7
8