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
$1.07B
AUM Growth
-$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.42M
3
+$3.43M
4
BKNG icon
Booking.com
BKNG
+$3.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.47M

Top Sells

1
+$43.4M
2
+$6.81M
3
+$3.98M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$2.68M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.18M

Sector Composition

1 Technology 38.82%
2 Healthcare 18.64%
3 Communication Services 9.13%
4 Industrials 8.7%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$917K 0.09%
18,365
-14,625
102
$912K 0.09%
8,650
103
$906K 0.08%
6,407
+125
104
$878K 0.08%
6,260
+40
105
$841K 0.08%
1,165
106
$828K 0.08%
8,350
+60
107
$806K 0.08%
10,097
108
$786K 0.07%
5,925
-6,030
109
$759K 0.07%
9,635
110
$745K 0.07%
8,578
-55
111
$739K 0.07%
27,959
-1,525
112
$722K 0.07%
5,865
113
$695K 0.07%
5,185
+15
114
$691K 0.06%
8,687
-3,275
115
$686K 0.06%
7,832
-3,313
116
$684K 0.06%
7,300
117
$670K 0.06%
17,015
-2,301
118
$670K 0.06%
13,152
-1,574
119
$669K 0.06%
5,475
+140
120
$667K 0.06%
1,555
+15
121
$660K 0.06%
+5,444
122
$648K 0.06%
+6,092
123
$643K 0.06%
+22,715
124
$635K 0.06%
+5,100
125
$632K 0.06%
1,550
-50
3 4
5
6 7