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
$1.07B
AUM Growth
-$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.42M
3
+$3.43M
4
BKNG icon
Booking.com
BKNG
+$3.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.47M

Top Sells

1
+$43.4M
2
+$6.81M
3
+$3.98M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$2.68M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.18M

Sector Composition

1 Technology 38.82%
2 Healthcare 18.64%
3 Communication Services 9.13%
4 Industrials 8.7%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.4M 1.16%
76,759
-175
27
$12.1M 1.14%
92,409
+4,525
28
$12M 1.12%
81,734
-10,833
29
$11.6M 1.08%
162,439
-1,839
30
$11.4M 1.07%
43,574
-480
31
$11.4M 1.07%
356,330
-9,198
32
$11.2M 1.05%
766,250
-9,950
33
$10.9M 1.02%
19,726
+1,388
34
$10.7M 1%
57,414
-2,390
35
$10.6M 0.99%
51,200
+5,424
36
$10.4M 0.97%
44,112
+2,307
37
$10.1M 0.95%
69,622
-4,172
38
$9.93M 0.93%
208,380
-2,375
39
$9.72M 0.91%
83,041
-150
40
$9.54M 0.89%
39,012
-985
41
$8.79M 0.82%
15,799
+112
42
$8.76M 0.82%
173,216
-1,320
43
$8.02M 0.75%
38,606
+200
44
$7.95M 0.74%
76,378
-18,100
45
$7.69M 0.72%
84,757
-3,510
46
$7.61M 0.71%
28,675
-30
47
$7.2M 0.67%
29,233
48
$7.01M 0.66%
20,448
-225
49
$6.88M 0.64%
21,770
+1,480
50
$6.62M 0.62%
38,224
-12,489
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