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
$1.07B
AUM Growth
-$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.42M
3
+$3.43M
4
BKNG icon
Booking.com
BKNG
+$3.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.47M

Top Sells

1
+$43.4M
2
+$6.81M
3
+$3.98M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$2.68M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.18M

Sector Composition

1 Technology 38.82%
2 Healthcare 18.64%
3 Communication Services 9.13%
4 Industrials 8.7%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.56M 0.61%
244,108
-4,963
52
$6.42M 0.6%
3,188
+1,640
53
$6.35M 0.59%
268,290
-12,100
54
$6.33M 0.59%
35,026
+90
55
$6.24M 0.58%
20,186
+7,997
56
$6.11M 0.57%
17,572
-150
57
$6.1M 0.57%
25,182
+2,410
58
$5.29M 0.5%
111,996
+9,270
59
$5.24M 0.49%
64,127
60
$5.06M 0.47%
9,540
-10
61
$5M 0.47%
53,633
+15
62
$4.86M 0.46%
72,990
-1,925
63
$4.76M 0.45%
20,527
+4,310
64
$4.35M 0.41%
60,475
-4,290
65
$4.31M 0.4%
21,650
+5,085
66
$4.1M 0.38%
65,291
67
$4.06M 0.38%
83,540
-23,672
68
$3.72M 0.35%
11,395
+3,915
69
$3.48M 0.33%
69,042
+48,555
70
$3.43M 0.32%
+16,078
71
$3.41M 0.32%
31,083
-3,441
72
$3.4M 0.32%
44,485
-1,000
73
$3.16M 0.3%
29,965
-7,380
74
$3.08M 0.29%
60,091
-2,550
75
$2.39M 0.22%
18,630
1 2
3
4 5