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
$1.41B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.78M
3
+$3.43M
4
RH icon
RH
RH
+$3.43M
5
SCHW icon
Charles Schwab
SCHW
+$2.58M

Top Sells

1
+$16.1M
2
+$5.12M
3
+$3.68M
4
BABA icon
Alibaba
BABA
+$3M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.95M

Sector Composition

1 Technology 39.05%
2 Healthcare 11.96%
3 Consumer Discretionary 11.28%
4 Communication Services 10.8%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$282K 0.02%
2,525
177
$274K 0.02%
6,325
-300
178
$269K 0.02%
+4,107
179
$268K 0.02%
+5,030
180
$266K 0.02%
+10,000
181
$251K 0.02%
3,060
-148
182
$242K 0.02%
855
183
$236K 0.02%
580
184
$232K 0.02%
7,448
-44,317
185
$232K 0.02%
15,294
-10,923
186
$231K 0.02%
+2,625
187
$223K 0.02%
5,761
-250
188
$183K 0.01%
15,000
+2,950
189
$180K 0.01%
3,658
-15
190
$144K 0.01%
11,250
-757
191
$53.9K ﹤0.01%
14,800
192
– –
-29,773
193
– –
-400
194
– –
-34,531
195
– –
-17,264
196
– –
-60,189
197
– –
-12,869
198
– –
-45,000
199
– –
-63,127
200
– –
-17,042
5 6 7
8
9