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
101
$1.13M 0.13%
18,505
102
$1.1M 0.13%
26,400
+400
103
$1.09M 0.13%
+108,445
104
$1.08M 0.12%
32,630
-200
105
$1.05M 0.12%
20,665
-150
106
$1.03M 0.12%
28,475
107
$963K 0.11%
21,186
-1,855
108
$948K 0.11%
+3,172
109
$938K 0.11%
4,012
-128
110
$930K 0.11%
8,875
111
$916K 0.11%
4,155
+50
112
$915K 0.11%
24,730
113
$898K 0.1%
3,310
+379
114
$850K 0.1%
8,111
+250
115
$845K 0.1%
8,625
+200
116
$839K 0.1%
13,570
-160
117
$833K 0.1%
29,169
+450
118
$788K 0.09%
+42,115
119
$725K 0.08%
6,596
+3,385
120
$724K 0.08%
11,170
121
$717K 0.08%
29,500
+200
122
$709K 0.08%
30,010
123
$700K 0.08%
23,490
-1,250
124
$683K 0.08%
5,005
+90
125
$682K 0.08%
5,950
3 4
5
6 7