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
151
$317K 0.03%
5,432
152
$315K 0.03%
4,411
+3
153
$315K 0.03%
7,629
154
$308K 0.03%
26,219
155
$302K 0.03%
9,894
156
$293K 0.03%
6,725
+125
157
$291K 0.03%
5,511
158
$285K 0.03%
3,500
159
$285K 0.03%
8,225
-2,650
160
$285K 0.03%
3,515
-1,009
161
$278K 0.03%
15,869
+500
162
$259K 0.02%
1,050
163
$246K 0.02%
2,525
164
$238K 0.02%
+3,200
165
$200K 0.02%
+1,030
166
$153K 0.01%
12,007
167
$139K 0.01%
3,415
168
$79K 0.01%
12,100
169
$78K 0.01%
+14,800
170
$23.5K ﹤0.01%
1,728
-575
171
– –
-7,768
172
– –
-7,375
173
– –
-13,693
174
– –
-3,475
175
– –
-5,980
4 5 6
7
8