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
$1.28B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.03M
3
+$2.46M
4
JD icon
JD.com
JD
+$2.43M
5
SPOT icon
Spotify
SPOT
+$1.77M

Top Sells

1
+$7.43M
2
+$6.95M
3
+$4.25M
4
BABA icon
Alibaba
BABA
+$4.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.09M

Sector Composition

1 Technology 36.75%
2 Healthcare 13.82%
3 Consumer Discretionary 11.91%
4 Communication Services 11.53%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$282K 0.02%
+6,328
177
$276K 0.02%
5,432
178
$272K 0.02%
5,547
179
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181
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182
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183
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184
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186
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187
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188
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189
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190
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191
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192
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193
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194
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195
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196
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197
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198
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199
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200
$175K 0.01%
19,400
5 6 7
8
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