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
76
$4.26M 0.32%
148,356
+59,893
77
$4.03M 0.3%
+33,270
78
$3.22M 0.24%
43,418
-1,067
79
$2.97M 0.22%
27,284
-3,132
80
$2.94M 0.22%
38,071
-10
81
$2.84M 0.21%
+28,989
82
$2.81M 0.21%
+44,870
83
$2.68M 0.2%
13,755
84
$2.62M 0.2%
37,834
-1,333
85
$2.58M 0.19%
18,630
86
$2.52M 0.19%
+47,731
87
$2.28M 0.17%
18,426
-7,258
88
$2.27M 0.17%
52,595
-725
89
$2.23M 0.17%
34,890
-25,000
90
$2.16M 0.16%
50,400
+50
91
$1.96M 0.15%
50,011
+22,579
92
$1.91M 0.14%
+17,288
93
$1.88M 0.14%
6,313
-10
94
$1.73M 0.13%
+11,384
95
$1.66M 0.12%
28,257
-30,455
96
$1.59M 0.12%
51,429
+41,535
97
$1.57M 0.12%
6,003
+43
98
$1.57M 0.12%
12,889
99
$1.47M 0.11%
19,850
+250
100
$1.46M 0.11%
+116,197
2 3
4
5 6