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
$1.7B
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$8.83M
3
+$7.63M
4
EXPE icon
Expedia Group
EXPE
+$5.74M
5
BA icon
Boeing
BA
+$5.26M

Top Sells

1
+$4.42M
2
+$3.18M
3
+$3.05M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.13M
5
CPNG icon
Coupang
CPNG
+$1.9M

Sector Composition

1 Technology 37.86%
2 Healthcare 11.97%
3 Consumer Discretionary 11.95%
4 Communication Services 11.48%
5 Industrials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.04M 0.12%
+12,912
102
$1.88M 0.11%
11,655
+6,655
103
$1.86M 0.11%
+213,311
104
$1.82M 0.11%
+1,878
105
$1.82M 0.11%
13,382
-32,458
106
$1.77M 0.1%
32,570
+12,575
107
$1.75M 0.1%
+9,300
108
$1.65M 0.1%
+15,635
109
$1.62M 0.1%
16,546
110
$1.58M 0.09%
48,016
-1,800
111
$1.56M 0.09%
8,619
-5,655
112
$1.54M 0.09%
9,486
-53
113
$1.49M 0.09%
24,285
-49
114
$1.44M 0.08%
10,880
-500
115
$1.43M 0.08%
+18,029
116
$1.41M 0.08%
+8,742
117
$1.37M 0.08%
48,450
-55,159
118
$1.36M 0.08%
21,350
+100
119
$1.31M 0.08%
9,020
120
$1.3M 0.08%
18,400
121
$1.3M 0.08%
17,797
122
$1.22M 0.07%
7,300
123
$1.2M 0.07%
8,100
-9,439
124
$1.13M 0.07%
25,000
-25,110
125
$1.07M 0.06%
5,351
-15,245
3 4
5
6 7