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
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$4.75M
3
+$3.78M
4
LNG icon
Cheniere Energy
LNG
+$3.44M
5
HPQ icon
HP
HPQ
+$3.15M

Top Sells

1
+$12.7M
2
+$9.16M
3
+$4.55M
4
MELI icon
Mercado Libre
MELI
+$3.53M
5
AAPL icon
Apple
AAPL
+$2.92M

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
76
$3.46M 0.24%
1,552
-4
77
$3.44M 0.24%
+57,300
78
$3.43M 0.24%
9,790
79
$3.37M 0.24%
14,544
-1,226
80
$3.35M 0.24%
41,682
+290
81
$3.33M 0.23%
4,618
-10
82
$3.21M 0.23%
18,061
+5,356
83
$3.13M 0.22%
14,590
84
$3.02M 0.21%
23,725
+15,155
85
$2.88M 0.2%
+53,494
86
$2.82M 0.2%
1,683
-2,105
87
$2.53M 0.18%
21,048
-554
88
$2.46M 0.17%
56,565
+35,095
89
$2.37M 0.17%
64,368
-3,002
90
$2.19M 0.15%
20,204
91
$2.12M 0.15%
9,000
+3,000
92
$2.04M 0.14%
17,005
-700
93
$2.01M 0.14%
+33,656
94
$1.96M 0.14%
47,563
95
$1.86M 0.13%
46,600
96
$1.85M 0.13%
14,059
-1,141
97
$1.77M 0.12%
9,705
-301
98
$1.74M 0.12%
5
99
$1.67M 0.12%
28,692
-700
100
$1.65M 0.12%
4,416
+1,632
2 3
4
5 6