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
51
$5.5M 0.64%
33,432
+1,439
52
$5.44M 0.63%
88,284
+528
53
$5.06M 0.59%
46,037
+11,800
54
$4.93M 0.57%
72,911
-296
55
$4.63M 0.54%
65,328
-3,525
56
$4.53M 0.52%
33,913
-2,228
57
$4.48M 0.52%
104,095
+7,620
58
$4.46M 0.52%
27,990
59
$4.16M 0.48%
390,967
+13,236
60
$4.09M 0.47%
30,750
-259
61
$3.87M 0.45%
29,240
+305
62
$3.83M 0.44%
66,163
+1,729
63
$3.81M 0.44%
84,400
64
$3.55M 0.41%
45,490
65
$3.48M 0.4%
23,824
-1,586
66
$3.47M 0.4%
78,770
-12,449
67
$3.35M 0.39%
20,107
-2,379
68
$3.33M 0.39%
23,530
+245
69
$3.25M 0.38%
11,196
+186
70
$3.17M 0.37%
55,590
+572
71
$3.15M 0.37%
16,050
+50
72
$3.07M 0.36%
41,605
+216
73
$3.02M 0.35%
50,300
74
$2.86M 0.33%
33,513
+53
75
$2.79M 0.32%
80,950
-2,099
1 2
3
4 5