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
76
$2.86M 0.21%
17,283
-24,408
77
$2.76M 0.2%
1,164
-362
78
$2.64M 0.19%
59,716
-44,129
79
$2.6M 0.19%
55,956
-5,370
80
$2.37M 0.17%
19,405
81
$2.35M 0.17%
29,187
-14,015
82
$2.09M 0.15%
+5,425
83
$1.96M 0.14%
10,795
-4,986
84
$1.95M 0.14%
7,226
85
$1.78M 0.13%
11,300
86
$1.72M 0.13%
31,791
-82,943
87
$1.67M 0.12%
11,970
88
$1.61M 0.12%
23,102
-8,190
89
$1.58M 0.12%
27,165
-390
90
$1.57M 0.11%
11,019
91
$1.54M 0.11%
7,572
92
$1.54M 0.11%
19,600
93
$1.54M 0.11%
916
-2,287
94
$1.52M 0.11%
+41,444
95
$1.52M 0.11%
6,290
96
$1.5M 0.11%
42,078
-545
97
$1.5M 0.11%
5,790
98
$1.42M 0.1%
7,015
+1,485
99
$1.38M 0.1%
10,368
-2,385
100
$1.31M 0.1%
15,560
-200
2 3
4
5 6