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
$1.85B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$7.55M
3
+$5.03M
4
APP icon
Applovin
APP
+$4.66M
5
FVRR icon
Fiverr
FVRR
+$4.51M

Top Sells

1
+$18.4M
2
+$9.95M
3
+$7.44M
4
MSFT icon
Microsoft
MSFT
+$3.35M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.65M

Sector Composition

1 Technology 38.02%
2 Consumer Discretionary 12.71%
3 Communication Services 11.95%
4 Healthcare 11.47%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$230K 0.01%
+3,000
202
$215K 0.01%
+5,661
203
$204K 0.01%
+1,383
204
$200K 0.01%
+5,000
205
$124K 0.01%
3,571
-87
206
$93.1K 0.01%
14,800
207
– –
-19,500
208
– –
-4,521
209
– –
-24,591
210
– –
-174,324
211
– –
-4,254
212
– –
-950
213
– –
-10,574
214
– –
-24,177
215
– –
-4,928
216
– –
-5,590
217
– –
-19,800
218
– –
-1,292
219
– –
-15,276
220
– –
-64,818
5 6 7 8
9