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
51
$7.15M 0.5%
32,509
+771
52
$7.03M 0.49%
232,800
+4,875
53
$6.89M 0.48%
18,877
+320
54
$6.63M 0.47%
15,142
+780
55
$6.43M 0.45%
114,734
-4,875
56
$6.23M 0.44%
19,535
57
$6.05M 0.43%
36,415
+1,830
58
$6.04M 0.42%
48,686
+1,255
59
$5.74M 0.4%
38,435
+585
60
$5.58M 0.39%
99,365
+1,550
61
$5.5M 0.39%
22,547
+1,570
62
$5.41M 0.38%
36,541
+700
63
$5M 0.35%
43,167
+420
64
$5M 0.35%
64,277
65
$4.99M 0.35%
3,203
+1,615
66
$4.33M 0.3%
64,733
+5,195
67
$4.32M 0.3%
4,940
+40
68
$3.9M 0.27%
50,115
+1,380
69
$3.81M 0.27%
9,510
70
$3.65M 0.26%
61,669
-33,050
71
$3.57M 0.25%
12,846
+810
72
$3.48M 0.24%
43,202
+1,700
73
$3.34M 0.23%
1,526
74
$3.29M 0.23%
18,701
+190
75
$3.25M 0.23%
37,510
1 2
3
4 5