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
151
$632K 0.04%
11,975
-200
152
$632K 0.04%
2,100
-4,222
153
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8,871
154
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7,300
155
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5,000
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156
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2,539
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157
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+7,542
158
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1,500
159
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1,355
160
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-200
161
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162
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163
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7,185
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164
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1,100
165
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5,690
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166
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167
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168
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169
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1,600
170
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171
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172
$410K 0.02%
5,315
173
$400K 0.02%
2,610
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174
$398K 0.02%
1,290
175
$391K 0.02%
5,432
5 6
7
8 9