IHL

Investment House LLC Portfolio holdings

AUM $1.92B
1-Year Est. Return 23.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.1M
3
+$7.99M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.15M
5
CPNG icon
Coupang
CPNG
+$4.38M

Top Sells

1
+$10.2M
2
+$6.48M
3
+$6.44M
4
ZTS icon
Zoetis
ZTS
+$6.22M
5
AMZN icon
Amazon
AMZN
+$5.39M

Sector Composition

1 Technology 35.61%
2 Communication Services 16.96%
3 Consumer Discretionary 14.35%
4 Healthcare 9.34%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.3M 0.16%
72,099
+2,007
102
$3.23M 0.15%
24,088
103
$3.2M 0.15%
56,190
-375
104
$3.15M 0.15%
22,459
-730
105
$3.12M 0.15%
37,940
-200
106
$3.08M 0.15%
9,337
-100
107
$2.95M 0.14%
+10,301
108
$2.89M 0.14%
2,989
-1,200
109
$2.77M 0.13%
5,808
110
$2.51M 0.12%
19,221
111
$2.44M 0.12%
16,060
-550
112
$2.4M 0.11%
23,968
+16,053
113
$2.37M 0.11%
+17,913
114
$2.3M 0.11%
16,656
-6,600
115
$2.08M 0.1%
1,780
116
$2.03M 0.1%
12,341
+6,531
117
$1.89M 0.09%
17,047
118
$1.88M 0.09%
69,166
-22,800
119
$1.82M 0.09%
46,500
-5,800
120
$1.8M 0.09%
+50,400
121
$1.75M 0.08%
3,613
+3,165
122
$1.71M 0.08%
60,444
-1,000
123
$1.66M 0.08%
+5,144
124
$1.61M 0.08%
7,919
+1,228
125
$1.61M 0.08%
9,000
-21,700
3 4
5
6 7