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
$1.34B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11M
3
+$9.91M
4
MELI icon
Mercado Libre
MELI
+$6.52M
5
V icon
Visa
V
+$6.27M

Top Sells

1
+$7.06M
2
+$6.27M
3
+$5.4M
4
JD icon
JD.com
JD
+$4.72M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.02M

Sector Composition

1 Technology 38.66%
2 Healthcare 13.56%
3 Communication Services 10.81%
4 Consumer Discretionary 9.33%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.1M 1.05%
81,754
-90
27
$14M 1.05%
84,862
-774
28
$13.6M 1.02%
114,415
-29,595
29
$13.5M 1.01%
39,693
+13,573
30
$12.4M 0.93%
66,555
-1,075
31
$12.2M 0.91%
69,767
+62,932
32
$12M 0.9%
179,122
+17,393
33
$11.8M 0.89%
52,466
+27,403
34
$11.7M 0.88%
38,332
-330
35
$11.5M 0.86%
56,379
-1,078
36
$11.1M 0.83%
14,074
-1,320
37
$10.9M 0.82%
1,381,124
+1,256,124
38
$10.1M 0.75%
8,505
+5,508
39
$9.81M 0.73%
28,675
40
$9.62M 0.72%
46,999
-5,120
41
$9.18M 0.69%
72,324
-21,506
42
$9.12M 0.68%
36,804
-1,100
43
$8.91M 0.67%
172,250
-35,330
44
$8.57M 0.64%
77,621
-4,150
45
$8.48M 0.64%
3,142
-46
46
$8.33M 0.62%
82,515
-1,720
47
$8.27M 0.62%
156,201
-14,400
48
$8.14M 0.61%
15,604
-3,775
49
$7.73M 0.58%
52,556
-4,485
50
$7.61M 0.57%
56,471
-19,805
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