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
$2.11B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.1M
3
+$7.99M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.15M
5
CPNG icon
Coupang
CPNG
+$4.38M

Top Sells

1
+$10.2M
2
+$6.48M
3
+$6.44M
4
ZTS icon
Zoetis
ZTS
+$6.22M
5
AMZN icon
Amazon
AMZN
+$5.39M

Sector Composition

1 Technology 35.61%
2 Communication Services 16.96%
3 Consumer Discretionary 14.35%
4 Healthcare 9.34%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$268K 0.01%
2,275
202
$267K 0.01%
17,911
203
$267K 0.01%
1,350
204
$260K 0.01%
2,900
205
$256K 0.01%
3,070
-2,446
206
$256K 0.01%
600
207
$254K 0.01%
1,010
-1,240
208
$253K 0.01%
2,675
209
$250K 0.01%
775
210
$243K 0.01%
810
-5
211
$242K 0.01%
1,730
212
$240K 0.01%
2,250
213
$234K 0.01%
3,000
214
$220K 0.01%
2,000
215
$217K 0.01%
1,760
-75
216
$209K 0.01%
15,345
217
$207K 0.01%
+2,285
218
$202K 0.01%
+1,160
219
$200K 0.01%
+927
220
$103K ﹤0.01%
+10,725
221
$48.7K ﹤0.01%
+10,625
222
$20.5K ﹤0.01%
16,529
223
– –
-14,336
224
– –
-9,520
225
– –
-10,000
6 7 8
9
10