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
$1.22B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$7.92M
3
+$6.9M
4
AMZN icon
Amazon
AMZN
+$6.38M
5
XP icon
XP
XP
+$3.79M

Top Sells

1
+$13.3M
2
+$7.78M
3
+$3.43M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.16M
5
SE icon
Sea Limited
SE
+$1.5M

Sector Composition

1 Technology 39.82%
2 Healthcare 15.57%
3 Communication Services 10%
4 Consumer Discretionary 8.95%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$220K 0.02%
2,525
177
$206K 0.02%
+286
178
$177K 0.01%
3,415
179
$163K 0.01%
+10,000
180
$152K 0.01%
12,007
181
$60.7K 0.01%
14,800
182
$42K ﹤0.01%
1,828
+100
183
– –
-10,200
184
– –
-123,203
185
– –
-96,468
186
– –
-5,444
187
– –
-12,100
188
– –
-6,092
189
– –
-5,895
190
– –
-1,030
4 5 6 7
8