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
$1.42B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.44M
3
+$3.4M
4
LNG icon
Cheniere Energy
LNG
+$3.07M
5
HPQ icon
HP
HPQ
+$2.69M

Top Sells

1
+$12.7M
2
+$9.16M
3
+$4.46M
4
MELI icon
Mercado Libre
MELI
+$2.97M
5
AAPL icon
Apple
AAPL
+$2.65M

Sector Composition

1 Technology 36.82%
2 Healthcare 13.59%
3 Communication Services 11.37%
4 Consumer Discretionary 11.15%
5 Financials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$260K 0.02%
3,851
202
$257K 0.02%
15,658
+600
203
$247K 0.02%
2,725
204
$242K 0.02%
+4,556
205
$238K 0.02%
2,165
206
$236K 0.02%
3,706
-200
207
$235K 0.02%
1,350
-175
208
$223K 0.02%
+3,582
209
$223K 0.02%
+4,262
210
$222K 0.02%
4,154
-809
211
$209K 0.01%
720
212
$208K 0.01%
9,320
-400
213
$208K 0.01%
+1,167
214
$187K 0.01%
11,327
215
$187K 0.01%
19,400
216
$144K 0.01%
10,100
217
$47K ﹤0.01%
15,140
218
$11K ﹤0.01%
16,539
219
– –
-6,000
220
– –
-7,775
221
– –
-55,720
222
– –
-12,690
223
– –
-25,755
224
– –
-4,278
225
– –
-5,930
6 7 8
9
10