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
$1.85B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$7.55M
3
+$5.03M
4
APP icon
Applovin
APP
+$4.66M
5
FVRR icon
Fiverr
FVRR
+$4.51M

Top Sells

1
+$18.4M
2
+$9.95M
3
+$7.44M
4
MSFT icon
Microsoft
MSFT
+$3.35M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.65M

Sector Composition

1 Technology 38.02%
2 Consumer Discretionary 12.71%
3 Communication Services 11.95%
4 Healthcare 11.47%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.4M 0.56%
289,107
+57
52
$9.5M 0.51%
153,035
53
$9.48M 0.51%
82,379
-50
54
$9.47M 0.51%
117,278
+200
55
$8.75M 0.47%
220,392
-6,825
56
$8.67M 0.47%
242,780
+1,696
57
$8.65M 0.47%
30,850
+1,880
58
$8.63M 0.47%
48,240
-7,185
59
$8.6M 0.46%
18,692
+7,249
60
$8.53M 0.46%
113,495
+44,720
61
$8.17M 0.44%
62,184
+2,700
62
$7.36M 0.4%
17,637
-17,826
63
$6.98M 0.38%
94,686
-2,255
64
$6.77M 0.37%
39,815
-650
65
$6.68M 0.36%
122,246
+25,790
66
$6.61M 0.36%
26,618
+60
67
$6.48M 0.35%
25,165
-2,709
68
$6.29M 0.34%
15,533
+100
69
$6.26M 0.34%
47,915
+35,675
70
$6.21M 0.34%
13,021
+245
71
$5.54M 0.3%
9,475
72
$5.46M 0.29%
15,162
-120
73
$5.44M 0.29%
61,512
-13,290
74
$5.29M 0.29%
60,995
-550
75
$5.23M 0.28%
202,135
+174,360
1 2
3
4 5