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
$1.28B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.03M
3
+$2.46M
4
JD icon
JD.com
JD
+$2.43M
5
SPOT icon
Spotify
SPOT
+$1.77M

Top Sells

1
+$7.43M
2
+$6.95M
3
+$4.25M
4
BABA icon
Alibaba
BABA
+$4.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.09M

Sector Composition

1 Technology 36.75%
2 Healthcare 13.82%
3 Consumer Discretionary 11.91%
4 Communication Services 11.53%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.84M 0.22%
22,910
-227
77
$2.7M 0.21%
127,258
-21,640
78
$2.69M 0.21%
21,975
-14,769
79
$2.66M 0.21%
1,556
-133
80
$2.61M 0.2%
4,628
-155
81
$2.51M 0.2%
21,602
-265
82
$2.43M 0.19%
+31,280
83
$2.35M 0.18%
67,370
-1,317
84
$2.13M 0.17%
112,180
+86,092
85
$1.86M 0.15%
29,392
-750
86
$1.84M 0.14%
20,204
87
$1.83M 0.14%
6,439
-75
88
$1.77M 0.14%
+7,285
89
$1.76M 0.14%
15,200
-1,275
90
$1.71M 0.13%
+7,775
91
$1.68M 0.13%
17,705
92
$1.67M 0.13%
46,600
-1,000
93
$1.64M 0.13%
+95,560
94
$1.6M 0.13%
5
95
$1.54M 0.12%
+12,705
96
$1.51M 0.12%
32,427
+807
97
$1.51M 0.12%
6,012
+27
98
$1.49M 0.12%
10,006
99
$1.46M 0.11%
7,717
-78
100
$1.46M 0.11%
24,918
-3,325
2 3
4
5 6