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
$1.22B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$7.06M
3
+$6.82M
4
JD icon
JD.com
JD
+$6.73M
5
OXY icon
Occidental Petroleum
OXY
+$3.67M

Top Sells

1
+$13.3M
2
+$9.69M
3
+$3.43M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.31M
5
SE icon
Sea Limited
SE
+$1.9M

Sector Composition

1 Technology 39.82%
2 Healthcare 15.57%
3 Communication Services 10%
4 Consumer Discretionary 8.95%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$428K 0.04%
10,561
-2,591
152
$427K 0.04%
6,051
153
$406K 0.03%
4,025
154
$394K 0.03%
8,225
155
$390K 0.03%
1,600
156
$382K 0.03%
7,598
-1,490
157
$375K 0.03%
2,650
158
$365K 0.03%
5,511
159
$352K 0.03%
1,075
160
$349K 0.03%
7,629
161
$337K 0.03%
1,500
162
$333K 0.03%
5,300
163
$330K 0.03%
3,500
164
$327K 0.03%
26,219
165
$313K 0.03%
5,432
166
$310K 0.03%
3,333
+133
167
$309K 0.03%
9,894
168
$307K 0.03%
4,414
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169
$307K 0.03%
5,484
170
$294K 0.02%
15,869
171
$293K 0.02%
1,535
+35
172
$272K 0.02%
3,308
-207
173
$253K 0.02%
+1,380
174
$239K 0.02%
6,625
-100
175
$221K 0.02%
1,050
4 5 6
7
8