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
$1.37B
AUM Growth
-$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$6.41M
3
+$5.17M
4
STZ icon
Constellation Brands
STZ
+$4.07M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.77M

Top Sells

1
+$17.5M
2
+$6.1M
3
+$4.59M
4
CLX icon
Clorox
CLX
+$4.2M
5
MELI icon
Mercado Libre
MELI
+$3.96M

Sector Composition

1 Technology 39.06%
2 Healthcare 14.28%
3 Communication Services 13.39%
4 Consumer Discretionary 7.42%
5 Financials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-11,042
202
– –
-63,434
203
– –
-4,072
204
– –
-7,582
205
– –
-34,419
206
– –
-13,395
5 6 7 8
9