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
$1.07B
AUM Growth
-$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.42M
3
+$3.43M
4
BKNG icon
Booking.com
BKNG
+$3.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.47M

Top Sells

1
+$43.4M
2
+$6.81M
3
+$3.98M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$2.68M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.18M

Sector Composition

1 Technology 38.82%
2 Healthcare 18.64%
3 Communication Services 9.13%
4 Industrials 8.7%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$618K 0.06%
5,895
-19,420
127
$616K 0.06%
5,217
128
$595K 0.06%
10,650
+150
129
$559K 0.05%
5,065
+45
130
$553K 0.05%
9,400
-500
131
$532K 0.05%
5,600
-100
132
$515K 0.05%
12,425
-225
133
$506K 0.05%
1,350
134
$494K 0.05%
7,000
+825
135
$481K 0.05%
19,440
+1,225
136
$457K 0.04%
9,088
-1,192
137
$425K 0.04%
2,850
-50
138
$415K 0.04%
2,650
139
$412K 0.04%
12,431
-250
140
$403K 0.04%
2,400
141
$401K 0.04%
19,750
-21,175
142
$385K 0.04%
6,051
143
$371K 0.03%
4,025
+275
144
$369K 0.03%
1,075
-10
145
$356K 0.03%
1,500
146
$352K 0.03%
1,600
147
$337K 0.03%
5,300
-100
148
$336K 0.03%
5,484
149
$324K 0.03%
+5,505
150
$321K 0.03%
1,500
4 5
6
7 8