IHL

Investment House LLC Portfolio holdings

AUM $2.1B
1-Year Est. Return 25.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.44M
3
+$3.4M
4
LNG icon
Cheniere Energy
LNG
+$3.07M
5
HPQ icon
HP
HPQ
+$2.69M

Top Sells

1
+$12.7M
2
+$9.16M
3
+$4.46M
4
MELI icon
Mercado Libre
MELI
+$2.97M
5
AAPL icon
Apple
AAPL
+$2.65M

Sector Composition

1 Technology 36.82%
2 Healthcare 13.59%
3 Communication Services 11.37%
4 Consumer Discretionary 11.15%
5 Financials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.57M 0.53%
35,730
-40
52
$7.47M 0.53%
100,555
-500
53
$7.36M 0.52%
164,360
+34,437
54
$7.2M 0.51%
122,577
+1,083
55
$6.98M 0.49%
41,042
+3,300
56
$6.77M 0.48%
18,967
+145
57
$6.55M 0.46%
31,438
+100
58
$6.27M 0.44%
45,084
59
$6.06M 0.43%
55,342
+712
60
$5.94M 0.42%
14,537
-100
61
$5.91M 0.42%
240,475
+128,295
62
$5.47M 0.39%
38,544
-750
63
$5.26M 0.37%
21,249
-336
64
$4.93M 0.35%
21,712
+98
65
$4.84M 0.34%
99,258
-28,000
66
$4.75M 0.34%
+114,148
67
$4.69M 0.33%
83,900
68
$4.38M 0.31%
67,640
+75
69
$4.33M 0.31%
29,621
-1,361
70
$4.19M 0.3%
46,785
+2,760
71
$4.03M 0.28%
22,266
-644
72
$3.78M 0.27%
+225,550
73
$3.55M 0.25%
32,585
+10,610
74
$3.54M 0.25%
14,996
+1,910
75
$3.47M 0.24%
55,907
+8,540
1 2
3
4 5