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
$863M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.3M
3
+$1.09M
4
MELI icon
Mercado Libre
MELI
+$948K
5
LBRT icon
Liberty Energy
LBRT
+$788K

Top Sells

1
+$6.77M
2
+$1.4M
3
+$1.22M
4
MCK icon
McKesson
MCK
+$1.02M
5
CSRA
CSRA Inc.
CSRA
+$754K

Sector Composition

1 Technology 29.43%
2 Healthcare 16.1%
3 Consumer Discretionary 12.57%
4 Communication Services 12.41%
5 Industrials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.15M 1.06%
49,570
+34
27
$9M 1.04%
97,174
-2,154
28
$8.91M 1.03%
66,436
+173
29
$8.47M 0.98%
120,977
+1,637
30
$7.96M 0.92%
138,913
+2,795
31
$7.88M 0.91%
91,988
-100
32
$7.69M 0.89%
96,477
+56
33
$7.51M 0.87%
151,533
-4,658
34
$7.24M 0.84%
106,056
-1,000
35
$7.22M 0.84%
219,721
-1,545
36
$7.07M 0.82%
145,650
-2,055
37
$7M 0.81%
123,121
+49,000
38
$6.83M 0.79%
22,147
-557
39
$6.81M 0.79%
40,313
+86
40
$6.5M 0.75%
59,730
+471
41
$6.49M 0.75%
56,108
+1,091
42
$6.43M 0.75%
185,610
+6,968
43
$6.35M 0.74%
48,425
-50
44
$6.24M 0.72%
41,371
+311
45
$6.13M 0.71%
92,522
+1,400
46
$6.12M 0.71%
71,840
+1,990
47
$5.93M 0.69%
105,733
+500
48
$5.67M 0.66%
29,286
+21
49
$5.61M 0.65%
70,639
-793
50
$5.6M 0.65%
41,438
+3,580
1
2
3 4 5