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
$1.85B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$7.55M
3
+$5.03M
4
APP icon
Applovin
APP
+$4.66M
5
FVRR icon
Fiverr
FVRR
+$4.51M

Top Sells

1
+$18.4M
2
+$9.95M
3
+$7.44M
4
MSFT icon
Microsoft
MSFT
+$3.35M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.65M

Sector Composition

1 Technology 38.02%
2 Consumer Discretionary 12.71%
3 Communication Services 11.95%
4 Healthcare 11.47%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.06M 0.27%
34,170
+5,907
77
$5.03M 0.27%
15,028
-6,115
78
$4.82M 0.26%
43,590
-55
79
$4.63M 0.25%
113,620
+90,300
80
$4.63M 0.25%
24,264
-11,385
81
$4.58M 0.25%
15,043
+510
82
$4.55M 0.25%
67,783
-4,880
83
$4.3M 0.23%
24,025
+21,043
84
$4.23M 0.23%
25,754
+23,504
85
$4.21M 0.23%
41,735
+12,800
86
$4.19M 0.23%
30,700
-13,610
87
$4.14M 0.22%
14,906
+220
88
$4.12M 0.22%
49,539
+46,601
89
$3.86M 0.21%
42,928
+1,503
90
$3.85M 0.21%
6,225
+192
91
$3.81M 0.21%
71,660
-33,381
92
$3.69M 0.2%
334,220
+82,470
93
$3.52M 0.19%
11,251
+941
94
$3.24M 0.18%
14,675
+75
95
$3.15M 0.17%
40,411
96
$3.08M 0.17%
13,385
-495
97
$3.03M 0.16%
+29,965
98
$3.02M 0.16%
130,386
-16,626
99
$2.99M 0.16%
51,850
+150
100
$2.76M 0.15%
24,229
-1,333
2 3
4
5 6