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
$1.07B
AUM Growth
-$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.42M
3
+$3.43M
4
BKNG icon
Booking.com
BKNG
+$3.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.47M

Top Sells

1
+$43.4M
2
+$6.81M
3
+$3.98M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$2.68M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.18M

Sector Composition

1 Technology 38.82%
2 Healthcare 18.64%
3 Communication Services 9.13%
4 Industrials 8.7%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.35M 0.22%
2,777
+1,740
77
$2.31M 0.22%
14,098
-5,520
78
$1.95M 0.18%
19,423
-5,101
79
$1.64M 0.15%
19,600
80
$1.63M 0.15%
6,190
-85
81
$1.59M 0.15%
18,497
82
$1.55M 0.14%
2,185
-285
83
$1.53M 0.14%
10,215
84
$1.48M 0.14%
23,335
+60
85
$1.47M 0.14%
+28,226
86
$1.46M 0.14%
6,105
+165
87
$1.45M 0.14%
+5,435
88
$1.45M 0.14%
17,050
89
$1.4M 0.13%
17,983
-14,542
90
$1.39M 0.13%
9,170
91
$1.15M 0.11%
12,889
-1,600
92
$1.13M 0.11%
40,750
+13,500
93
$1.09M 0.1%
7,385
+40
94
$1.09M 0.1%
10,769
95
$1.07M 0.1%
7,630
+75
96
$1.02M 0.1%
2,671
-113,446
97
$1.01M 0.09%
3,660
98
$995K 0.09%
22,190
-2,435
99
$938K 0.09%
25,330
-6,090
100
$937K 0.09%
2
2 3
4
5 6