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
$1.7B
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$8.83M
3
+$7.63M
4
EXPE icon
Expedia Group
EXPE
+$5.74M
5
BA icon
Boeing
BA
+$5.26M

Top Sells

1
+$4.42M
2
+$3.18M
3
+$3.05M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.13M
5
CPNG icon
Coupang
CPNG
+$1.9M

Sector Composition

1 Technology 37.86%
2 Healthcare 11.97%
3 Consumer Discretionary 11.95%
4 Communication Services 11.48%
5 Industrials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.79M 0.28%
43,354
+608
77
$4.73M 0.28%
9,555
78
$4.71M 0.28%
61,234
+8,614
79
$4.62M 0.27%
61,895
+380
80
$3.67M 0.22%
171,200
+87,428
81
$3.66M 0.22%
+32,056
82
$3.62M 0.21%
14,511
+5,895
83
$3.62M 0.21%
+55,750
84
$3.5M 0.21%
6,030
+2,439
85
$3.4M 0.2%
41,911
-1,500
86
$3.33M 0.2%
38,228
+24,330
87
$3M 0.18%
51,650
+1,250
88
$2.97M 0.17%
26,087
-225
89
$2.9M 0.17%
10,283
+4,000
90
$2.75M 0.16%
13,880
+200
91
$2.71M 0.16%
+39,144
92
$2.7M 0.16%
3,243
+1,448
93
$2.69M 0.16%
37,130
-7,495
94
$2.52M 0.15%
322,025
-32,968
95
$2.52M 0.15%
18,156
-300
96
$2.51M 0.15%
13,125
+8,900
97
$2.25M 0.13%
17,356
-100
98
$2.18M 0.13%
14,625
+10,600
99
$2.11M 0.12%
12,839
-450
100
$2.06M 0.12%
5,623
2 3
4
5 6