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
176
$380K 0.02%
2,243
-2,192
177
$379K 0.02%
4,519
-20,246
178
$369K 0.02%
+3,013
179
$359K 0.02%
+11,084
180
$353K 0.02%
2,775
181
$345K 0.02%
3,540
182
$340K 0.02%
+16,035
183
$335K 0.02%
25,250
+10,250
184
$333K 0.02%
2,510
185
$329K 0.02%
2,475
186
$319K 0.02%
4,452
+28
187
$308K 0.02%
1,500
188
$297K 0.02%
15,586
-590
189
$293K 0.02%
+2,060
190
$287K 0.02%
855
191
$287K 0.02%
+515
192
$284K 0.02%
680
+100
193
$283K 0.02%
6,325
194
$271K 0.02%
2,275
-250
195
$269K 0.02%
15,294
196
$252K 0.01%
2,730
+105
197
$247K 0.01%
+10,720
198
$246K 0.01%
5,761
199
$240K 0.01%
2,938
-122
200
$240K 0.01%
7,448
5 6 7
8
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