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
126
$1.06M 0.06%
6,010
-2,421
127
$982K 0.06%
22,239
-1,400
128
$959K 0.06%
19,100
129
$913K 0.05%
9,990
+1,458
130
$900K 0.05%
8,265
-100
131
$868K 0.05%
49,302
+2,000
132
$865K 0.05%
48,650
-106,996
133
$856K 0.05%
8,442
-170
134
$840K 0.05%
+18,497
135
$837K 0.05%
1,550
136
$814K 0.05%
6,649
+474
137
$805K 0.05%
8,940
-200
138
$765K 0.04%
16,110
+300
139
$734K 0.04%
+5,571
140
$725K 0.04%
8,172
+269
141
$721K 0.04%
2,393
+100
142
$720K 0.04%
2,400
143
$718K 0.04%
25,880
-950
144
$711K 0.04%
+4,783
145
$705K 0.04%
3,269
146
$702K 0.04%
9,400
147
$680K 0.04%
+28,656
148
$673K 0.04%
10,250
+500
149
$673K 0.04%
699
150
$652K 0.04%
1,246
-1,377
4 5
6
7 8