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
$879M
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.89M
3
+$3.6M
4
NVDA icon
NVIDIA
NVDA
+$2.55M
5
VZ icon
Verizon
VZ
+$2.47M

Top Sells

1
+$4.01M
2
+$3.72M
3
+$3.58M
4
BKNG icon
Booking.com
BKNG
+$3.28M
5
UBER icon
Uber
UBER
+$3.22M

Sector Composition

1 Technology 35.4%
2 Healthcare 15.82%
3 Communication Services 11.31%
4 Consumer Discretionary 10.43%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-10,000
202
– –
-81
203
– –
-83,385
204
– –
-700
205
– –
-2,400
206
– –
-13,380
207
– –
-108,255
208
– –
-11,000
209
– –
-4,100
210
– –
-17,385
211
– –
-15,000
212
– –
-12,330
213
– –
-16,545
214
– –
-3,218
215
– –
-38,945
216
– –
-32,415
217
– –
-10,000
218
– –
-14,819
219
– –
-4,481
220
– –
-19,475
221
– –
-8,352
222
– –
-94,505
223
– –
-1,050
5 6 7 8
9