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
$1.22B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$7.06M
3
+$6.82M
4
JD icon
JD.com
JD
+$6.73M
5
OXY icon
Occidental Petroleum
OXY
+$3.67M

Top Sells

1
+$13.3M
2
+$9.69M
3
+$3.43M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.31M
5
SE icon
Sea Limited
SE
+$1.9M

Sector Composition

1 Technology 39.82%
2 Healthcare 15.57%
3 Communication Services 10%
4 Consumer Discretionary 8.95%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 1.09%
85,636
-6,263
27
$12.5M 1.02%
352,903
-3,427
28
$12.3M 1.01%
161,729
-710
29
$12.2M 1%
76,276
-483
30
$12.1M 1%
93,830
+1,421
31
$12M 0.98%
57,457
+43
32
$11.2M 0.92%
67,630
-1,992
33
$11.2M 0.92%
19,379
-347
34
$11M 0.91%
38,662
-350
35
$10.9M 0.89%
207,580
-800
36
$10.6M 0.87%
15,394
-405
37
$10.5M 0.86%
52,119
+919
38
$10.1M 0.83%
41,897
-1,677
39
$10M 0.82%
81,771
-1,270
40
$9.47M 0.78%
42,385
-1,727
41
$8.94M 0.74%
170,601
-2,615
42
$8.66M 0.71%
37,904
-320
43
$8.62M 0.71%
38,250
-356
44
$8.46M 0.7%
3,188
45
$8.19M 0.67%
+80,159
46
$8.07M 0.66%
26,120
+5,934
47
$7.75M 0.64%
84,235
-522
48
$7.33M 0.6%
28,675
49
$7.13M 0.59%
264,396
-3,894
50
$7.06M 0.58%
+330,813
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