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
126
$1.59M 0.08%
4,716
+2,584
127
$1.57M 0.07%
20,750
-600
128
$1.56M 0.07%
3,513
+735
129
$1.51M 0.07%
3,060
-3,087
130
$1.5M 0.07%
17,790
-275
131
$1.47M 0.07%
3,546
-5,031
132
$1.39M 0.07%
9,025
-393
133
$1.21M 0.06%
8,392
-527
134
$1.19M 0.06%
18,016
-2,482
135
$1.13M 0.05%
1,416
-17
136
$1.06M 0.05%
11,675
137
$1.05M 0.05%
6,768
138
$1.04M 0.05%
1,895
+145
139
$1.02M 0.05%
7,945
-300
140
$1.01M 0.05%
2,400
141
$990K 0.05%
1,550
142
$969K 0.05%
+3,000
143
$951K 0.05%
21,800
144
$898K 0.04%
5,365
+1,325
145
$862K 0.04%
27,821
+184
146
$861K 0.04%
6,829
147
$848K 0.04%
1,748
-2,696
148
$844K 0.04%
+3,247
149
$840K 0.04%
5,650
-10
150
$837K 0.04%
7,300
4 5
6
7 8