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
$1.07B
AUM Growth
-$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.42M
3
+$3.43M
4
BKNG icon
Booking.com
BKNG
+$3.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.47M

Top Sells

1
+$43.4M
2
+$6.81M
3
+$3.98M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$2.68M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.18M

Sector Composition

1 Technology 38.82%
2 Healthcare 18.64%
3 Communication Services 9.13%
4 Industrials 8.7%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.4M 8.46%
695,775
-14,224
2
$48.2M 4.51%
201,044
-660
3
$42.2M 3.95%
108,394
-305
4
$32.8M 3.07%
97,575
-3,212
5
$31.9M 2.98%
69,830
+279
6
$31.6M 2.96%
358,709
+12,430
7
$28.2M 2.64%
317,779
-4,860
8
$26.4M 2.47%
219,050
+36,688
9
$25.8M 2.42%
96,813
-305
10
$24.7M 2.31%
294,120
+7,040
11
$21.3M 2%
135,895
+1,982
12
$20.7M 1.94%
125,510
+330
13
$20.1M 1.88%
77,987
+1,315
14
$19.9M 1.86%
172,186
+277
15
$19.5M 1.82%
81,465
-105
16
$19M 1.78%
51,883
-345
17
$18.5M 1.73%
180,190
+3,459
18
$17.6M 1.64%
80,554
-1,550
19
$17M 1.59%
97,740
+4,359
20
$16.2M 1.52%
91,899
+1,945
21
$16.1M 1.51%
146,356
+313
22
$13.8M 1.3%
124,794
+5,505
23
$13.3M 1.25%
123,203
+101,973
24
$13M 1.21%
160,912
-14,570
25
$12.9M 1.21%
173,425
-2,845
1
2 3 4 5