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
$1.28B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.03M
3
+$2.46M
4
JD icon
JD.com
JD
+$2.43M
5
SPOT icon
Spotify
SPOT
+$1.77M

Top Sells

1
+$7.43M
2
+$6.95M
3
+$4.25M
4
BABA icon
Alibaba
BABA
+$4.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.09M

Sector Composition

1 Technology 36.75%
2 Healthcare 13.82%
3 Consumer Discretionary 11.91%
4 Communication Services 11.53%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$762K 0.06%
7,600
-668
127
$757K 0.06%
+50,540
128
$745K 0.06%
14,300
129
$740K 0.06%
+6,345
130
$737K 0.06%
7,603
131
$720K 0.06%
9,515
+2,205
132
$688K 0.05%
1,750
-50
133
$669K 0.05%
1,195
134
$639K 0.05%
11,102
135
$631K 0.05%
15,075
-1,000
136
$628K 0.05%
2,768
+128
137
$594K 0.05%
10,097
-800
138
$576K 0.05%
84,889
-20,359
139
$531K 0.04%
1,202
+95
140
$525K 0.04%
1,049
141
$509K 0.04%
83,633
142
$502K 0.04%
8,865
-3,050
143
$481K 0.04%
7,400
+600
144
$474K 0.04%
+10,100
145
$466K 0.04%
5,700
146
$463K 0.04%
2,942
+52
147
$460K 0.04%
7,040
-75
148
$452K 0.04%
18,749
-82,085
149
$451K 0.04%
13,150
-500
150
$437K 0.03%
5,890
-60
4 5
6
7 8