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
$1.28B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.03M
3
+$2.46M
4
JD icon
JD.com
JD
+$2.43M
5
SPOT icon
Spotify
SPOT
+$1.77M

Top Sells

1
+$7.43M
2
+$6.95M
3
+$4.25M
4
BABA icon
Alibaba
BABA
+$4.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.09M

Sector Composition

1 Technology 36.75%
2 Healthcare 13.82%
3 Consumer Discretionary 11.91%
4 Communication Services 11.53%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.93M 0.54%
46,791
+605
52
$6.64M 0.52%
28,080
53
$6.37M 0.5%
18,822
+250
54
$6.29M 0.49%
101,055
-1,800
55
$6.27M 0.49%
45,084
+100
56
$6.17M 0.48%
31,338
+310
57
$5.95M 0.47%
54,630
-160
58
$5.92M 0.46%
37,742
-12,334
59
$5.22M 0.41%
14,637
-400
60
$5.12M 0.4%
129,923
-37,237
61
$4.91M 0.38%
35,770
+65
62
$4.56M 0.36%
21,614
-335
63
$4.55M 0.36%
44,025
+3,655
64
$4.39M 0.34%
39,294
65
$4.22M 0.33%
21,585
-175
66
$4.15M 0.33%
30,982
-850
67
$4.1M 0.32%
3,788
+2,277
68
$4.03M 0.32%
67,565
-350
69
$3.9M 0.31%
83,900
70
$3.56M 0.28%
13,086
+1,230
71
$3.36M 0.26%
15,770
-14,514
72
$3.33M 0.26%
41,392
+1,830
73
$3.2M 0.25%
14,590
+20
74
$3.05M 0.24%
9,790
+60
75
$2.86M 0.22%
47,367
+1,760
1 2
3
4 5