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
$1.42B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.53M
3
+$3.06M
4
ETSY icon
Etsy
ETSY
+$2.57M
5
MELI icon
Mercado Libre
MELI
+$2.52M

Top Sells

1
+$12.7M
2
+$5.4M
3
+$4.27M
4
BABA icon
Alibaba
BABA
+$3.86M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.56M

Sector Composition

1 Technology 36.96%
2 Healthcare 13.76%
3 Communication Services 12.84%
4 Consumer Discretionary 10.2%
5 Financials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.2M 1%
48,545
+270
27
$14M 0.99%
90,750
28
$14M 0.98%
85,047
+990
29
$13.9M 0.97%
84,718
+890
30
$13.8M 0.97%
66,479
+1,410
31
$13.7M 0.96%
73,503
+325
32
$13.1M 0.92%
126,800
+25
33
$12.5M 0.88%
42,026
+635
34
$12.2M 0.86%
298,653
+8,775
35
$11.4M 0.8%
46,893
+850
36
$11.3M 0.8%
49,291
+355
37
$10.4M 0.73%
40,012
-100
38
$9.97M 0.7%
56,345
+1,375
39
$9.11M 0.64%
80,851
+1,250
40
$9.1M 0.64%
38,921
+100
41
$9.07M 0.64%
34,190
42
$9M 0.63%
35,820
+290
43
$8.88M 0.62%
40,972
+1,205
44
$8.79M 0.62%
165,775
+3,550
45
$8.58M 0.6%
27,990
46
$7.88M 0.55%
86,401
+1,455
47
$7.75M 0.54%
99,641
-3,211
48
$7.5M 0.53%
41,691
+440
49
$7.34M 0.52%
21,249
+150
50
$7.25M 0.51%
+103,845
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