IHL

Investment House LLC Portfolio holdings

AUM $1.92B
1-Year Est. Return 23.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.1M
3
+$7.99M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.15M
5
CPNG icon
Coupang
CPNG
+$4.38M

Top Sells

1
+$10.2M
2
+$6.48M
3
+$6.44M
4
ZTS icon
Zoetis
ZTS
+$6.22M
5
AMZN icon
Amazon
AMZN
+$5.39M

Sector Composition

1 Technology 35.61%
2 Communication Services 16.96%
3 Consumer Discretionary 14.35%
4 Healthcare 9.34%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$546K 0.03%
2,115
+11
177
$531K 0.03%
+10,000
178
$524K 0.02%
+13,374
179
$519K 0.02%
1,500
180
$517K 0.02%
11,766
-16
181
$513K 0.02%
2,520
-1,130
182
$511K 0.02%
2,700
183
$511K 0.02%
20,048
-1,143
184
$488K 0.02%
30,084
-93,597
185
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+60,000
186
$472K 0.02%
2,475
187
$459K 0.02%
+2,125
188
$451K 0.02%
2,235
189
$437K 0.02%
1,675
190
$423K 0.02%
4,458
191
$374K 0.02%
+2,850
192
$369K 0.02%
657
193
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470
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194
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1,596
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195
$300K 0.01%
1,512
196
$291K 0.01%
6,025
197
$287K 0.01%
850
198
$275K 0.01%
2,700
199
$274K 0.01%
+2,000
200
$270K 0.01%
1,700
6 7
8
9 10