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
$1.85B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$7.55M
3
+$5.03M
4
APP icon
Applovin
APP
+$4.66M
5
FVRR icon
Fiverr
FVRR
+$4.51M

Top Sells

1
+$18.4M
2
+$9.95M
3
+$7.44M
4
MSFT icon
Microsoft
MSFT
+$3.35M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.65M

Sector Composition

1 Technology 38.02%
2 Consumer Discretionary 12.71%
3 Communication Services 11.95%
4 Healthcare 11.47%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.4M 0.94%
112,444
-1,144
27
$17.1M 0.92%
67,074
+787
28
$16M 0.86%
3,801
+14
29
$15.6M 0.84%
136,956
+2,085
30
$15.1M 0.81%
144,103
-333
31
$14.3M 0.77%
39,511
+50
32
$14.1M 0.76%
28,625
33
$13.9M 0.75%
178,760
+25,485
34
$13.6M 0.74%
114,928
+75,218
35
$13.6M 0.73%
13,099
36
$13.5M 0.73%
54,732
+438
37
$13.5M 0.73%
68,306
-199
38
$13M 0.7%
47,401
-8,832
39
$12.5M 0.67%
77,087
+537
40
$12.5M 0.67%
132,160
-217
41
$12.4M 0.67%
121,084
+30,434
42
$12M 0.65%
43,762
-70
43
$11.9M 0.64%
81,828
+1,090
44
$11.8M 0.63%
23,809
+2,621
45
$11.1M 0.6%
34,581
+1,410
46
$11.1M 0.6%
167,854
-5,649
47
$11M 0.59%
64,438
+227
48
$10.9M 0.59%
33,815
+2,719
49
$10.8M 0.58%
54,577
-120
50
$10.8M 0.58%
39,314
+27,573
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