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
51
$7.53M 0.56%
63,254
52
$7.38M 0.55%
250,272
-14,124
53
$6.97M 0.52%
198,854
-154,049
54
$6.9M 0.52%
77,273
+68,347
55
$6.89M 0.52%
224,308
-400
56
$6.87M 0.51%
17,460
+69
57
$6.73M 0.5%
30,291
-11,606
58
$6.42M 0.48%
28,333
-750
59
$6.35M 0.48%
34,276
-750
60
$6.3M 0.47%
120,321
61
$6.3M 0.47%
20,287
-1,055
62
$6.12M 0.46%
24,959
-145
63
$5.62M 0.42%
22,819
+350
64
$5.59M 0.42%
33,969
+20,659
65
$5.49M 0.41%
75,298
+3,000
66
$5.49M 0.41%
25,808
-16,577
67
$5.27M 0.39%
15,988
-1,610
68
$4.88M 0.37%
58,559
-21,600
69
$4.59M 0.34%
17,234
-3,089
70
$4.59M 0.34%
9,540
71
$4.51M 0.34%
72,000
-9,200
72
$4.46M 0.33%
11,693
+175
73
$4.42M 0.33%
83,008
+5,025
74
$4.31M 0.32%
64,747
-50
75
$4.27M 0.32%
29,040
-625
1 2
3
4 5