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
101
$1.61M 0.11%
11,970
102
$1.6M 0.11%
+63,434
103
$1.59M 0.11%
+15,056
104
$1.58M 0.11%
+51,972
105
$1.46M 0.1%
4,202
106
$1.45M 0.1%
6,290
107
$1.44M 0.1%
19,600
108
$1.42M 0.1%
15,760
+1,825
109
$1.33M 0.09%
6,106
110
$1.31M 0.09%
5,790
111
$1.3M 0.09%
24,085
112
$1.26M 0.09%
9,355
-465
113
$1.22M 0.09%
7,375
114
$1.19M 0.08%
12,398
+1,878
115
$1.18M 0.08%
16,800
+2,500
116
$1.16M 0.08%
2,712
-60
117
$1.08M 0.08%
17,050
+1,975
118
$1.07M 0.08%
5,530
+3,230
119
$1.06M 0.07%
+10,000
120
$1.04M 0.07%
15,511
+66
121
$1.04M 0.07%
1,650
122
$1.04M 0.07%
8,875
123
$997K 0.07%
11,581
-320
124
$981K 0.07%
53,777
-2,350
125
$883K 0.06%
5,133
+500
3 4
5
6 7