IHL

Investment House LLC Portfolio holdings

AUM $1.92B
1-Year Est. Return 23.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.1M
3
+$7.99M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.15M
5
CPNG icon
Coupang
CPNG
+$4.38M

Top Sells

1
+$10.2M
2
+$6.48M
3
+$6.44M
4
ZTS icon
Zoetis
ZTS
+$6.22M
5
AMZN icon
Amazon
AMZN
+$5.39M

Sector Composition

1 Technology 35.61%
2 Communication Services 16.96%
3 Consumer Discretionary 14.35%
4 Healthcare 9.34%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.2M 1.05%
120,897
-541
27
$21.6M 1.02%
129,588
-4,905
28
$20.7M 0.98%
95,625
+175
29
$20.6M 0.98%
83,554
-8,578
30
$20.4M 0.97%
64,124
+5
31
$20.2M 0.96%
80,511
+370
32
$20.1M 0.95%
205,221
-7,836
33
$18.7M 0.89%
66,609
+303
34
$18.6M 0.88%
67,769
-35
35
$17.8M 0.85%
96,164
+659
36
$16.1M 0.76%
47,213
-887
37
$15.7M 0.75%
32,040
+125
38
$15.4M 0.73%
72,214
+1,980
39
$15M 0.71%
40,492
+250
40
$14.5M 0.69%
34,252
41
$14.3M 0.68%
98,821
+3,873
42
$14M 0.66%
60,945
+953
43
$13.1M 0.62%
687,379
+486,185
44
$13M 0.62%
54,867
-978
45
$12.8M 0.61%
28,625
46
$12.4M 0.59%
252,503
+3,900
47
$12.3M 0.58%
150,785
48
$12.1M 0.57%
117,003
49
$11.4M 0.54%
20,004
-551
50
$11.3M 0.54%
145,664
-12,875
1
2
3 4 5