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
101
$1.6M 0.11%
89,875
+39,335
102
$1.58M 0.11%
32,967
+540
103
$1.55M 0.11%
7,072
-645
104
$1.54M 0.11%
20,000
105
$1.48M 0.1%
7,536
106
$1.48M 0.1%
25,979
107
$1.46M 0.1%
21,312
-3,606
108
$1.41M 0.1%
56,331
-1,628
109
$1.41M 0.1%
10,200
+150
110
$1.39M 0.1%
+141,900
111
$1.38M 0.1%
25,210
112
$1.37M 0.1%
7,572
-3
113
$1.36M 0.1%
11,470
114
$1.35M 0.09%
6,062
+50
115
$1.33M 0.09%
5,417
-1,022
116
$1.3M 0.09%
4,000
117
$1.16M 0.08%
+2,825
118
$1.16M 0.08%
8,875
119
$1.14M 0.08%
10,650
120
$1.14M 0.08%
13,135
-347
121
$1.06M 0.07%
15,575
122
$1.03M 0.07%
+32,380
123
$987K 0.07%
14,320
+4,805
124
$940K 0.07%
7,775
+175
125
$901K 0.06%
10,535
-50
3 4
5
6 7