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
$1.22B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$7.06M
3
+$6.82M
4
JD icon
JD.com
JD
+$6.73M
5
OXY icon
Occidental Petroleum
OXY
+$3.67M

Top Sells

1
+$13.3M
2
+$9.69M
3
+$3.43M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.31M
5
SE icon
Sea Limited
SE
+$1.9M

Sector Composition

1 Technology 39.82%
2 Healthcare 15.57%
3 Communication Services 10%
4 Consumer Discretionary 8.95%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.16M 0.26%
+266,326
77
$3.08M 0.25%
30,416
-667
78
$3.07M 0.25%
+25,684
79
$2.91M 0.24%
39,167
-14,466
80
$2.8M 0.23%
+34,044
81
$2.71M 0.22%
13,755
-343
82
$2.53M 0.21%
88,463
+76,032
83
$2.47M 0.2%
+11,707
84
$2.46M 0.2%
18,630
85
$2.44M 0.2%
59,741
-350
86
$2.32M 0.19%
38,081
+15,891
87
$1.79M 0.15%
+13,310
88
$1.77M 0.15%
6,323
+133
89
$1.72M 0.14%
50,350
+9,600
90
$1.71M 0.14%
+21,985
91
$1.69M 0.14%
53,320
+33,880
92
$1.61M 0.13%
+8,245
93
$1.53M 0.13%
18,497
94
$1.51M 0.12%
19,600
95
$1.46M 0.12%
23,485
+150
96
$1.43M 0.12%
2,130
-55
97
$1.42M 0.12%
6,205
+100
98
$1.42M 0.12%
16,813
-237
99
$1.36M 0.11%
9,170
100
$1.35M 0.11%
9,790
-425
2 3
4
5 6