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
76
$3.25M 0.23%
56,250
77
$3.18M 0.22%
15,781
+145
78
$3.06M 0.22%
+50,000
79
$3.03M 0.21%
48,105
+160
80
$2.88M 0.2%
61,326
+28,815
81
$2.86M 0.2%
73,143
+9,400
82
$2.81M 0.2%
5,320
+4,216
83
$2.57M 0.18%
+12,485
84
$2.42M 0.17%
+78,000
85
$2.27M 0.16%
42,623
86
$2.23M 0.16%
19,405
87
$2.18M 0.15%
+13,395
88
$2.15M 0.15%
31,292
+2,400
89
$2.15M 0.15%
44,426
90
$2M 0.14%
23,971
+4,550
91
$1.93M 0.14%
8,270
+1,455
92
$1.82M 0.13%
27,555
+2,500
93
$1.79M 0.13%
11,019
94
$1.79M 0.13%
+34,419
95
$1.79M 0.13%
12,753
+3,473
96
$1.73M 0.12%
+41,420
97
$1.72M 0.12%
7,226
98
$1.68M 0.12%
6,882
+1,020
99
$1.67M 0.12%
11,300
+200
100
$1.65M 0.12%
7,572
2 3
4
5 6