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
$1.22B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$7.06M
3
+$6.82M
4
JD icon
JD.com
JD
+$6.73M
5
OXY icon
Occidental Petroleum
OXY
+$3.67M

Top Sells

1
+$13.3M
2
+$9.69M
3
+$3.43M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.31M
5
SE icon
Sea Limited
SE
+$1.9M

Sector Composition

1 Technology 39.82%
2 Healthcare 15.57%
3 Communication Services 10%
4 Consumer Discretionary 8.95%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.31M 0.11%
16,263
-1,720
102
$1.31M 0.11%
30,210
+4,880
103
$1.26M 0.1%
12,889
104
$1.24M 0.1%
5,960
+95
105
$1.21M 0.1%
13,814
-5,609
106
$1.13M 0.09%
6,835
-550
107
$1.09M 0.09%
2,671
108
$1.09M 0.09%
+60,000
109
$1.09M 0.09%
18,140
-225
110
$1.07M 0.09%
36,353
+13,638
111
$1.06M 0.09%
+27,432
112
$1.06M 0.09%
10,826
+57
113
$1.05M 0.09%
8,030
+400
114
$1.02M 0.08%
3,660
115
$991K 0.08%
6,260
116
$957K 0.08%
1,165
117
$933K 0.08%
8,515
-135
118
$931K 0.08%
2
119
$928K 0.08%
+16,000
120
$894K 0.07%
8,926
+348
121
$878K 0.07%
26,889
-1,070
122
$869K 0.07%
8,350
123
$802K 0.07%
6,072
-335
124
$791K 0.07%
7,773
-59
125
$775K 0.06%
1,550
3 4
5
6 7