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
$1.7B
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$8.83M
3
+$7.63M
4
EXPE icon
Expedia Group
EXPE
+$5.74M
5
BA icon
Boeing
BA
+$5.26M

Top Sells

1
+$4.42M
2
+$3.18M
3
+$3.05M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.13M
5
CPNG icon
Coupang
CPNG
+$1.9M

Sector Composition

1 Technology 37.86%
2 Healthcare 11.97%
3 Consumer Discretionary 11.95%
4 Communication Services 11.48%
5 Industrials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.8M 1.05%
135,111
+12,732
27
$16.4M 0.96%
62,835
+7,715
28
$16.4M 0.96%
171,138
+14,875
29
$16.2M 0.95%
39,503
+370
30
$15.2M 0.89%
145,303
-1,650
31
$15M 0.88%
88,492
+8,864
32
$14.9M 0.87%
64,459
-250
33
$14.2M 0.83%
50,705
+12,080
34
$14.1M 0.83%
39,296
+2,450
35
$13.7M 0.81%
3,778
+543
36
$13.4M 0.79%
13,199
-275
37
$13.2M 0.78%
53,846
+7,000
38
$13.1M 0.77%
45,100
+3,325
39
$12M 0.7%
178,851
-6,143
40
$12M 0.7%
75,589
+4,741
41
$11.5M 0.67%
28,725
42
$11.1M 0.65%
80,675
+11,729
43
$10.7M 0.63%
22,258
+4,880
44
$9.97M 0.59%
154,835
+14,050
45
$9.92M 0.58%
54,453
-350
46
$9.54M 0.56%
71,353
+2,684
47
$9.52M 0.56%
27,348
-4,872
48
$9.38M 0.55%
32,996
+4,591
49
$9.31M 0.55%
29,045
+150
50
$9.21M 0.54%
238,906
-930
1
2
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