IHL

Investment House LLC Portfolio holdings

AUM $1.98B
1-Year Est. Return 20.44%
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.03M
3
+$2.46M
4
JD icon
JD.com
JD
+$2.43M
5
SPOT icon
Spotify
SPOT
+$1.77M

Top Sells

1
+$7.43M
2
+$6.95M
3
+$4.25M
4
BABA icon
Alibaba
BABA
+$4.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.09M

Sector Composition

1 Technology 36.75%
2 Healthcare 13.82%
3 Consumer Discretionary 11.91%
4 Communication Services 11.53%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.4M 0.97%
154,830
-465
27
$12.3M 0.97%
48,587
+13
28
$11.5M 0.9%
91,935
+1
29
$11.5M 0.9%
85,045
-40
30
$11.5M 0.9%
222,309
-42,082
31
$11.4M 0.89%
109,331
-790
32
$11.3M 0.88%
48,855
-695
33
$11.1M 0.87%
822,680
+34,880
34
$10.4M 0.82%
41,379
-185
35
$10.3M 0.81%
128,965
-970
36
$9.88M 0.77%
202,914
-935
37
$9.74M 0.76%
69,795
-219
38
$9.51M 0.75%
45,266
-220
39
$9.38M 0.73%
289,328
-4,900
40
$9.16M 0.72%
58,784
+368
41
$9.05M 0.71%
54,765
+575
42
$8.4M 0.66%
40,292
-60
43
$8.24M 0.65%
94,092
+1,456
44
$7.91M 0.62%
47,483
+190
45
$7.83M 0.61%
39,167
-85
46
$7.78M 0.61%
98,284
+573
47
$7.32M 0.57%
34,190
-250
48
$7.24M 0.57%
83,306
+400
49
$7.23M 0.57%
121,494
-5,060
50
$7.23M 0.57%
52,136
-490
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2
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