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
$1.7B
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$8.83M
3
+$7.63M
4
EXPE icon
Expedia Group
EXPE
+$5.74M
5
BA icon
Boeing
BA
+$5.26M

Top Sells

1
+$4.42M
2
+$3.18M
3
+$3.05M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.13M
5
CPNG icon
Coupang
CPNG
+$1.9M

Sector Composition

1 Technology 37.86%
2 Healthcare 11.97%
3 Consumer Discretionary 11.95%
4 Communication Services 11.48%
5 Industrials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.95M 0.53%
30,391
+5,971
52
$8.91M 0.52%
235,069
+33,803
53
$8.77M 0.52%
290,075
+61,025
54
$8.22M 0.48%
49,615
+14,865
55
$8.2M 0.48%
67,434
+15,474
56
$8.07M 0.47%
95,411
+30,764
57
$8.05M 0.47%
64,111
-525
58
$7.94M 0.47%
82,079
+1,050
59
$7.77M 0.46%
155,674
-4,430
60
$7.58M 0.45%
27,902
+4,957
61
$7.11M 0.42%
118,113
-1,980
62
$7.04M 0.41%
47,399
+2,199
63
$7.02M 0.41%
130,660
+34,630
64
$7.01M 0.41%
74,577
+190
65
$6.92M 0.41%
39,520
+6,330
66
$6.76M 0.4%
26,524
-150
67
$6.68M 0.39%
95,386
+19,250
68
$5.74M 0.34%
+41,670
69
$5.49M 0.32%
14,313
-1,251
70
$5.41M 0.32%
11,661
+10
71
$5.32M 0.31%
15,465
-50
72
$5.26M 0.31%
+27,257
73
$5.24M 0.31%
90,401
+31,322
74
$4.93M 0.29%
11,718
-5,058
75
$4.85M 0.29%
41,133
+35,807
1 2
3
4 5