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
$1.28B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.03M
3
+$2.46M
4
JD icon
JD.com
JD
+$2.43M
5
SPOT icon
Spotify
SPOT
+$1.77M

Top Sells

1
+$7.43M
2
+$6.95M
3
+$4.25M
4
BABA icon
Alibaba
BABA
+$4.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.09M

Sector Composition

1 Technology 36.75%
2 Healthcare 13.82%
3 Consumer Discretionary 11.91%
4 Communication Services 11.53%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.46M 0.11%
57,959
+2,595
102
$1.44M 0.11%
7,536
+78
103
$1.41M 0.11%
+25,755
104
$1.39M 0.11%
7,575
105
$1.39M 0.11%
47,563
-1,085
106
$1.39M 0.11%
20,000
107
$1.38M 0.11%
25,979
-1,000
108
$1.35M 0.11%
10,050
+747
109
$1.27M 0.1%
+33,845
110
$1.25M 0.1%
57,963
+35,446
111
$1.25M 0.1%
25,210
-25
112
$1.22M 0.1%
8,875
113
$1.17M 0.09%
13,482
-866
114
$1.16M 0.09%
11,470
-125
115
$1.11M 0.09%
4,000
116
$1.04M 0.08%
21,470
+7,805
117
$932K 0.07%
2,784
-22,193
118
$915K 0.07%
10,650
119
$867K 0.07%
15,575
120
$858K 0.07%
6,000
121
$825K 0.06%
8,570
-17,015
122
$817K 0.06%
10,585
+50
123
$809K 0.06%
6,200
124
$791K 0.06%
1,040
125
$778K 0.06%
+40,950
3 4
5
6 7