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
$1.85B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$7.55M
3
+$5.03M
4
APP icon
Applovin
APP
+$4.66M
5
FVRR icon
Fiverr
FVRR
+$4.51M

Top Sells

1
+$18.4M
2
+$9.95M
3
+$7.44M
4
MSFT icon
Microsoft
MSFT
+$3.35M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.65M

Sector Composition

1 Technology 38.02%
2 Consumer Discretionary 12.71%
3 Communication Services 11.95%
4 Healthcare 11.47%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.68M 0.14%
17,316
-40
102
$2.67M 0.14%
+3,208
103
$2.6M 0.14%
14,946
+5,363
104
$2.59M 0.14%
50,060
+4,665
105
$2.58M 0.14%
24,896
-11,888
106
$2.56M 0.14%
24,143
-10,397
107
$2.51M 0.14%
+36,041
108
$2.5M 0.14%
14,225
-400
109
$2.48M 0.13%
63,718
+32,412
110
$2.41M 0.13%
17,223
-500
111
$2.4M 0.13%
53,066
+1,100
112
$2.28M 0.12%
11,745
113
$2.26M 0.12%
5,783
+160
114
$2.01M 0.11%
19,426
+455
115
$1.82M 0.1%
38,965
+18,615
116
$1.8M 0.1%
21,350
117
$1.76M 0.1%
10,230
-600
118
$1.71M 0.09%
23,785
+200
119
$1.7M 0.09%
1,795
120
$1.62M 0.09%
9,344
-117
121
$1.49M 0.08%
+7,687
122
$1.43M 0.08%
17,047
-250
123
$1.42M 0.08%
+16,185
124
$1.41M 0.08%
5,400
+50
125
$1.41M 0.08%
63,986
-2,066
3 4
5
6 7