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
$1.76B
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$4.18M
3
+$3.98M
4
DELL icon
Dell
DELL
+$3.89M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$3.71M

Top Sells

1
+$9.8M
2
+$5.77M
3
+$4.67M
4
INTU icon
Intuit
INTU
+$4.26M
5
AMZN icon
Amazon
AMZN
+$3.68M

Sector Composition

1 Technology 36.46%
2 Consumer Discretionary 14.07%
3 Communication Services 12%
4 Healthcare 11.25%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$262K 0.01%
15,345
202
$254K 0.01%
6,025
-100
203
$252K 0.01%
2,920
204
$241K 0.01%
1,350
205
$232K 0.01%
2,700
206
$231K 0.01%
1,383
207
$227K 0.01%
+850
208
$213K 0.01%
+800
209
$212K 0.01%
3,000
210
$207K 0.01%
+600
211
$202K 0.01%
+1,825
212
$70.9K ﹤0.01%
4,602
+1,024
213
$69.8K ﹤0.01%
10,000
214
– –
-15,060
215
– –
-14,430
216
– –
-28,372
217
– –
-850
218
– –
-19,100
219
– –
-1,800
220
– –
-18,060
221
– –
-1,325
222
– –
-7,448
223
– –
-18,950
224
– –
-28,025
225
– –
-1,944
5 6 7 8
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