IHL

Investment House LLC Portfolio holdings

AUM $1.92B
1-Year Est. Return 23.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.1M
3
+$7.99M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.15M
5
CPNG icon
Coupang
CPNG
+$4.38M

Top Sells

1
+$10.2M
2
+$6.48M
3
+$6.44M
4
ZTS icon
Zoetis
ZTS
+$6.22M
5
AMZN icon
Amazon
AMZN
+$5.39M

Sector Composition

1 Technology 35.61%
2 Communication Services 16.96%
3 Consumer Discretionary 14.35%
4 Healthcare 9.34%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.39M 0.26%
22,862
-6,250
77
$5.04M 0.24%
73,700
+1,093
78
$5.03M 0.24%
149,996
+134,497
79
$4.99M 0.24%
7,488
+1,586
80
$4.95M 0.23%
95,879
81
$4.91M 0.23%
67,223
-405
82
$4.84M 0.23%
57,666
-3,022
83
$4.73M 0.22%
14,981
+8,665
84
$4.34M 0.21%
22,874
+17,512
85
$4.29M 0.2%
14,308
-146
86
$4.29M 0.2%
27,417
-3,996
87
$4.24M 0.2%
+61,686
88
$4.24M 0.2%
51,665
89
$4.11M 0.19%
58,906
-981
90
$4.06M 0.19%
14,400
-100
91
$4.05M 0.19%
24,185
+150
92
$4M 0.19%
41,963
-105
93
$3.87M 0.18%
35,031
+219
94
$3.74M 0.18%
12,315
-2,421
95
$3.71M 0.18%
51,318
+440
96
$3.68M 0.17%
13,189
+10,158
97
$3.65M 0.17%
11,630
-100
98
$3.57M 0.17%
43,061
-2,478
99
$3.5M 0.17%
14,225
100
$3.37M 0.16%
11,700
-8,703
2 3
4
5 6