IHL

Investment House LLC Portfolio holdings

AUM $2.1B
1-Year Est. Return 25.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.71%
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
+$12.3M
2
+$4.04M
3
+$2.47M
4
JD icon
JD.com
JD
+$2.17M
5
SPOT icon
Spotify
SPOT
+$1.88M

Top Sells

1
+$7.36M
2
+$6.95M
3
+$4.25M
4
BABA icon
Alibaba
BABA
+$3.8M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.97M

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
201
$145K 0.01%
11,327
202
$118K 0.01%
+10,100
203
$37K ﹤0.01%
16,539
204
$28K ﹤0.01%
15,140
205
– –
-5,655
206
– –
-21,425
207
– –
-10,881
208
– –
-29,655
209
– –
-99,415
210
– –
-28,059
211
– –
-6,465
212
– –
-2,255
213
– –
-3,545
5 6 7 8
9