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
$1.37B
AUM Growth
-$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$6.09M
3
+$5.03M
4
STZ icon
Constellation Brands
STZ
+$3.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.66M

Top Sells

1
+$14.2M
2
+$5.8M
3
+$4.48M
4
CLX icon
Clorox
CLX
+$4.04M
5
MELI icon
Mercado Libre
MELI
+$3.84M

Sector Composition

1 Technology 39.06%
2 Healthcare 14.28%
3 Communication Services 13.39%
4 Consumer Discretionary 7.42%
5 Financials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.3M 1.04%
71,446
-219
27
$14.2M 1.04%
125,775
-1,025
28
$14M 1.02%
104,675
+66,240
29
$13.9M 1.01%
48,780
+235
30
$13.7M 1%
84,788
+70
31
$13.7M 1%
84,757
-290
32
$13.2M 0.96%
90,600
-150
33
$13.1M 0.95%
56,406
+15,434
34
$12.4M 0.9%
68,146
+1,667
35
$11.4M 0.83%
49,256
-35
36
$11M 0.8%
301,103
+2,450
37
$10.6M 0.77%
40,012
38
$10.1M 0.73%
185,165
+19,390
39
$9.3M 0.68%
28,065
+75
40
$9.17M 0.67%
41,806
-220
41
$8.8M 0.64%
35,820
42
$8.68M 0.63%
40,833
-6,060
43
$8.61M 0.63%
38,651
-270
44
$8.53M 0.62%
79,051
-1,800
45
$7.52M 0.55%
21,049
-200
46
$7.5M 0.55%
38,249
+5,740
47
$7.42M 0.54%
98,806
-835
48
$7.11M 0.52%
29,708
-4,482
49
$6.62M 0.48%
19,047
+170
50
$6.57M 0.48%
240,047
+7,247
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