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
$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
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