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
76
$2.78M 0.32%
45,564
+75
77
$2.64M 0.31%
24,888
-118
78
$2.63M 0.31%
20,000
79
$2.49M 0.29%
18,695
+707
80
$2.48M 0.29%
103,633
81
$2.44M 0.28%
9,955
82
$2.44M 0.28%
15,558
+20
83
$2.36M 0.27%
17,672
-7,635
84
$2.29M 0.27%
83,348
+22,540
85
$2.2M 0.25%
39,704
+100
86
$2.17M 0.25%
27,765
-1,050
87
$2.14M 0.25%
4,289
+1,083
88
$2.06M 0.24%
74,933
89
$2.02M 0.23%
22,075
+240
90
$1.86M 0.22%
36,946
-4,120
91
$1.64M 0.19%
4,000
92
$1.54M 0.18%
23,925
-825
93
$1.51M 0.17%
18,105
94
$1.48M 0.17%
65,200
+12,225
95
$1.47M 0.17%
18,290
-3,807
96
$1.39M 0.16%
10,264
+346
97
$1.36M 0.16%
35,490
-900
98
$1.29M 0.15%
27,358
+897
99
$1.2M 0.14%
27,441
-800
100
$1.17M 0.14%
6,252
2 3
4
5 6