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
$1.28B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.03M
3
+$2.46M
4
JD icon
JD.com
JD
+$2.43M
5
SPOT icon
Spotify
SPOT
+$1.77M

Top Sells

1
+$7.43M
2
+$6.95M
3
+$4.25M
4
BABA icon
Alibaba
BABA
+$4.24M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.09M

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
1
$121M 9.48%
1,044,506
-1,882
2
$70.1M 5.49%
333,196
-950
3
$62.2M 4.87%
237,556
-5,280
4
$54.8M 4.29%
348,140
+25,600
5
$51M 4%
103,998
-466
6
$43.3M 3.39%
132,727
-87
7
$40.2M 3.15%
204,150
+1,145
8
$32.7M 2.56%
213,668
-17
9
$32M 2.51%
108,820
-14,410
10
$31.3M 2.45%
426,680
-260
11
$29.5M 2.31%
400,900
+15,380
12
$25.9M 2.03%
72,861
+160
13
$22.3M 1.75%
80,295
+225
14
$21.9M 1.72%
96,955
-205
15
$21.2M 1.66%
93,608
-365
16
$17.2M 1.34%
183,187
-2,010
17
$17M 1.33%
169,722
+20
18
$16.9M 1.33%
113,726
+88
19
$16.3M 1.28%
114,057
+130
20
$15.8M 1.24%
79,249
+190
21
$15M 1.18%
127,547
+490
22
$14.3M 1.12%
125,986
+245
23
$13.5M 1.06%
82,874
-1,100
24
$12.7M 0.99%
+55,720
25
$12.6M 0.99%
76,288
-175
1
2 3 4 5