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
$1.22B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$7.06M
3
+$6.82M
4
JD icon
JD.com
JD
+$6.73M
5
OXY icon
Occidental Petroleum
OXY
+$3.67M

Top Sells

1
+$13.3M
2
+$9.69M
3
+$3.43M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.31M
5
SE icon
Sea Limited
SE
+$1.9M

Sector Composition

1 Technology 39.82%
2 Healthcare 15.57%
3 Communication Services 10%
4 Consumer Discretionary 8.95%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.8M 0.56%
57,041
-19,337
52
$6.73M 0.55%
+153,413
53
$6.6M 0.54%
224,708
-19,400
54
$6.39M 0.52%
35,026
55
$6.32M 0.52%
17,391
-181
56
$6.3M 0.52%
21,342
-428
57
$6.29M 0.52%
20,323
-125
58
$6.17M 0.51%
29,083
-150
59
$6M 0.49%
25,104
-78
60
$5.91M 0.49%
120,321
+8,325
61
$5.88M 0.48%
63,254
-873
62
$5.66M 0.47%
81,200
-2,340
63
$5.08M 0.42%
22,469
+1,942
64
$5.04M 0.41%
72,298
-692
65
$5.01M 0.41%
25,063
+3,413
66
$4.51M 0.37%
9,540
67
$4.45M 0.37%
64,797
-494
68
$4.29M 0.35%
17,598
+12,163
69
$4.28M 0.35%
77,983
+8,941
70
$4.15M 0.34%
59,890
-585
71
$4.09M 0.34%
11,518
+123
72
$4.07M 0.33%
29,665
-300
73
$3.95M 0.32%
2,997
+220
74
$3.67M 0.3%
+58,712
75
$3.44M 0.28%
44,485
1 2
3
4 5