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
201
$237K 0.01%
2,450
-1,050
202
$237K 0.01%
4,075
-1,650
203
$235K 0.01%
+4,054
204
$229K 0.01%
3,658
205
$227K 0.01%
4,521
-2,216
206
$217K 0.01%
+2,700
207
$212K 0.01%
+278
208
$202K 0.01%
+1,050
209
$200K 0.01%
+600
210
$134K 0.01%
10,750
-500
211
$67K ﹤0.01%
14,800
212
– –
-20,000
213
– –
-5,030
214
– –
-18,535
215
– –
-10,000
216
– –
-15,000
217
– –
-46,808
218
– –
-10,000
219
– –
-4,107
220
– –
-6,000
221
– –
-6,423
222
– –
-18,109
223
– –
-14,777
5 6 7 8
9