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
$1.22B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$7.06M
3
+$6.82M
4
JD icon
JD.com
JD
+$6.73M
5
OXY icon
Occidental Petroleum
OXY
+$3.67M

Top Sells

1
+$13.3M
2
+$9.69M
3
+$3.43M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.31M
5
SE icon
Sea Limited
SE
+$1.9M

Sector Composition

1 Technology 39.82%
2 Healthcare 15.57%
3 Communication Services 10%
4 Consumer Discretionary 8.95%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$114M 9.34%
689,260
-6,515
2
$57.6M 4.74%
199,822
-1,222
3
$47.7M 3.92%
107,030
-1,364
4
$37.8M 3.11%
364,547
+5,838
5
$37.4M 3.08%
97,138
-437
6
$37.2M 3.06%
360,192
+66,072
7
$36.7M 3.02%
173,348
-45,702
8
$34.5M 2.84%
69,450
-380
9
$32.7M 2.69%
314,144
-3,635
10
$27.4M 2.25%
95,973
-840
11
$23.3M 1.92%
125,320
-190
12
$22.3M 1.83%
77,791
-196
13
$22.2M 1.82%
135,948
+53
14
$21.2M 1.74%
761,450
-4,800
15
$19.6M 1.61%
171,429
-757
16
$19.1M 1.57%
98,202
+462
17
$19M 1.56%
182,139
+1,949
18
$18.4M 1.51%
144,010
-2,346
19
$18.1M 1.48%
81,123
-342
20
$17.4M 1.43%
50,790
-1,093
21
$16M 1.32%
79,413
-1,141
22
$14.3M 1.18%
172,874
-551
23
$13.8M 1.14%
156,320
-4,592
24
$13.6M 1.12%
81,844
+110
25
$13.4M 1.1%
125,716
+922
1
2 3 4 5