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
1
$136M 7.36%
585,115
-42,712
2
$106M 5.73%
185,462
-4,369
3
$101M 5.42%
233,627
-7,793
4
$62.1M 3.35%
374,591
+30,299
5
$62M 3.34%
332,597
+244
6
$60M 3.24%
493,745
-151,835
7
$59.1M 3.19%
66,620
-934
8
$57.3M 3.09%
92,209
-1,773
9
$46.3M 2.5%
89,355
-669
10
$43M 2.32%
48,527
-142
11
$38.1M 2.05%
227,802
-15,830
12
$35.4M 1.91%
78,623
-84
13
$33M 1.78%
93,377
-359
14
$31.3M 1.69%
2,289,557
-106,958
15
$28.3M 1.53%
13,783
+374
16
$28M 1.51%
174,023
-126
17
$27.9M 1.51%
134,488
+1,811
18
$26.8M 1.45%
98,787
+686
19
$25.1M 1.35%
121,336
+136
20
$24.3M 1.31%
181,450
-109
21
$24.3M 1.31%
87,844
-3
22
$23.1M 1.25%
85,464
+9,506
23
$21.9M 1.18%
128,602
+9,804
24
$17.6M 0.95%
90,174
+529
25
$17.5M 0.94%
63,425
+103
1
2 3 4 5