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
101
$1.24M 0.09%
7,375
102
$1.23M 0.09%
23,460
-625
103
$1.22M 0.09%
25,691
-18,735
104
$1.21M 0.09%
9,055
-300
105
$1.2M 0.09%
8,100
-96,132
106
$1.2M 0.09%
+15,265
107
$1.19M 0.09%
4,202
108
$1.17M 0.09%
16,800
109
$1.16M 0.08%
6,923
+1,790
110
$1.15M 0.08%
12,692
+294
111
$1.08M 0.08%
17,050
112
$1.03M 0.07%
1,650
113
$1M 0.07%
15,239
-272
114
$998K 0.07%
11,581
115
$998K 0.07%
7,185
116
$927K 0.07%
4,828
-1,278
117
$921K 0.07%
5,625
118
$921K 0.07%
8,575
-300
119
$903K 0.07%
54,027
+250
120
$870K 0.06%
1,522
+415
121
$868K 0.06%
7,870
-5
122
$817K 0.06%
5,740
123
$775K 0.06%
15,375
+1,301
124
$769K 0.06%
10,097
125
$767K 0.06%
12,720
+2,875
3 4
5
6 7