IHL

Investment House LLC Portfolio holdings

AUM $1.92B
1-Year Est. Return 23.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.1M
3
+$7.99M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.15M
5
CPNG icon
Coupang
CPNG
+$4.38M

Top Sells

1
+$10.2M
2
+$6.48M
3
+$6.44M
4
ZTS icon
Zoetis
ZTS
+$6.22M
5
AMZN icon
Amazon
AMZN
+$5.39M

Sector Composition

1 Technology 35.61%
2 Communication Services 16.96%
3 Consumer Discretionary 14.35%
4 Healthcare 9.34%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11M 0.52%
47,682
-10
52
$10.8M 0.51%
335,017
+144,834
53
$10.5M 0.5%
286,770
+7,085
54
$10.5M 0.5%
82,017
+200
55
$10.3M 0.49%
10,824
-2,178
56
$10.1M 0.48%
46,240
57
$9.98M 0.47%
58,911
+4,914
58
$9.88M 0.47%
147,380
+1,000
59
$9.83M 0.47%
80,945
+5,305
60
$9.6M 0.46%
109,541
-5,697
61
$9.21M 0.44%
91,965
+42,450
62
$7.77M 0.37%
25,868
-525
63
$7.65M 0.36%
840,125
+53,300
64
$7.43M 0.35%
16,250
65
$7.31M 0.35%
25,898
-8,669
66
$7.29M 0.35%
49,846
-41,180
67
$7.28M 0.35%
59,409
+250
68
$7.13M 0.34%
292,280
+14,890
69
$6.49M 0.31%
16,028
-38
70
$6.39M 0.3%
+51,000
71
$6.32M 0.3%
39,080
+220
72
$5.96M 0.28%
12,547
-440
73
$5.85M 0.28%
299,656
+81,168
74
$5.75M 0.27%
11,446
+445
75
$5.71M 0.27%
47,082
+75
1 2
3
4 5