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
51
$6.5M 0.47%
79,513
-6,888
52
$6.41M 0.47%
19,535
53
$6.19M 0.45%
14,429
+11,717
54
$6.15M 0.45%
49,051
+365
55
$6.06M 0.44%
15,427
+285
56
$5.67M 0.41%
26,935
+18,665
57
$5.62M 0.41%
64,477
+200
58
$5.47M 0.4%
36,341
-200
59
$5.36M 0.39%
36,528
+113
60
$5.07M 0.37%
42,897
-270
61
$5.04M 0.37%
22,437
-110
62
$4.51M 0.33%
53,163
+29,192
63
$4.28M 0.31%
15,795
+8,913
64
$4.11M 0.3%
77,960
+16,291
65
$4.09M 0.3%
4,875
-65
66
$4.05M 0.3%
76,006
-23,359
67
$3.87M 0.28%
65,446
+713
68
$3.84M 0.28%
48,915
-1,200
69
$3.72M 0.27%
9,510
70
$3.66M 0.27%
+10,231
71
$3.63M 0.26%
37,205
-305
72
$3.4M 0.25%
12,466
-380
73
$3.13M 0.23%
72,843
-300
74
$3.11M 0.23%
56,250
75
$3.09M 0.23%
18,275
-426
1 2
3
4 5