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
$1.34B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.2M
3
+$7.72M
4
MELI icon
Mercado Libre
MELI
+$6.93M
5
DIS icon
Walt Disney
DIS
+$6.47M

Top Sells

1
+$7.06M
2
+$6.03M
3
+$5.06M
4
JD icon
JD.com
JD
+$5.04M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.85M

Sector Composition

1 Technology 38.66%
2 Healthcare 13.56%
3 Communication Services 10.81%
4 Consumer Discretionary 9.33%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$227K 0.02%
2,525
177
$224K 0.02%
286
178
$221K 0.02%
+1,965
179
$219K 0.02%
6,625
180
$214K 0.02%
+855
181
$207K 0.02%
3,867
+452
182
$205K 0.02%
2,033
-1,300
183
$204K 0.02%
+580
184
$197K 0.01%
+13,050
185
$148K 0.01%
12,007
186
$60.2K ﹤0.01%
14,800
187
$19K ﹤0.01%
1,075
-753
188
– –
-8,245
189
– –
-5,484
190
– –
-1,050
191
– –
-36,353
192
– –
-10,000
193
– –
-17,138
194
– –
-34,044
195
– –
-1,350
196
– –
-21,985
197
– –
-60,000
198
– –
-16,000
199
– –
-330,813
200
– –
-266,326
5 6 7
8
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