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
1
$119M 7.02%
696,155
+51,467
2
$101M 5.95%
240,634
+51,609
3
$90.8M 5.34%
187,045
+15,704
4
$65.9M 3.87%
101,423
+1,232
5
$63.8M 3.75%
353,704
+28,383
6
$59.6M 3.5%
659,640
-35,240
7
$52.3M 3.07%
346,579
+7,588
8
$49.9M 2.93%
68,138
+1,655
9
$47.9M 2.82%
94,923
+2,196
10
$42M 2.47%
276,088
+5,200
11
$38.4M 2.26%
49,320
+121
12
$32.6M 1.92%
94,013
+2,698
13
$28.1M 1.65%
131,949
+11,515
14
$27.8M 1.64%
78,442
+6,980
15
$25.4M 1.49%
2,125,034
+144,111
16
$24M 1.41%
174,829
-445
17
$22.2M 1.31%
181,081
+14,315
18
$22M 1.3%
96,774
+5,824
19
$21.9M 1.28%
87,532
+6,240
20
$21.2M 1.25%
121,972
+9,062
21
$20.1M 1.18%
118,453
+8,880
22
$19.1M 1.12%
12,648
+2,170
23
$18.7M 1.1%
73,527
+13,162
24
$18.5M 1.09%
68,245
+119
25
$18.1M 1.06%
113,934
+24,330
1
2 3 4 5