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
$1.75B
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$3.27M
3
+$3.16M
4
CCC
CCC Intelligent Solutions
CCC
+$2.87M
5
CPAY icon
Corpay
CPAY
+$2.55M

Top Sells

1
+$12.7M
2
+$5.52M
3
+$4.62M
4
AMZN icon
Amazon
AMZN
+$3.92M
5
OXY icon
Occidental Petroleum
OXY
+$3.62M

Sector Composition

1 Technology 39.33%
2 Consumer Discretionary 12.12%
3 Communication Services 12.06%
4 Healthcare 11.66%
5 Industrials 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$204K 0.01%
+1,350
202
$77.3K ﹤0.01%
14,800
203
$68.8K ﹤0.01%
19,500
-302,525
204
– –
-11,655
205
– –
-28,656
206
– –
-40,045
207
– –
-10,000
208
– –
-2,539
209
– –
-5,571
210
– –
-16,110
211
– –
-1,878
212
– –
-5,761
213
– –
-15,635
214
– –
-3,013
215
– –
-4,075
216
– –
-12,912
217
– –
-4,783
218
– –
-18,497
219
– –
-7,542
220
– –
-1,050
221
– –
-18,029
222
– –
-11,084
223
– –
-10,750
224
– –
-25,000
225
– –
-600
6 7 8
9
10