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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
$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
– –
-15,635
205
– –
-3,013
206
– –
-4,075
207
– –
-12,912
208
– –
-4,783
209
– –
-18,497
210
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-7,542
211
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-1,050
212
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-18,029
213
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-11,084
214
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-10,750
215
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-25,000
216
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217
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218
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-515
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-5,000
221
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-28,656
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-40,045
223
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-10,000
224
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-2,539
225
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-5,571
6 7 8
9
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