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
101
$1.43M 0.11%
18,140
102
$1.42M 0.11%
16,813
103
$1.41M 0.11%
23,485
104
$1.39M 0.1%
18,097
-400
105
$1.39M 0.1%
9,170
106
$1.38M 0.1%
5,623
-582
107
$1.36M 0.1%
1,970
-160
108
$1.35M 0.1%
15,315
-948
109
$1.31M 0.1%
+23,100
110
$1.3M 0.1%
35,363
-24,378
111
$1.18M 0.09%
2,671
112
$1.16M 0.09%
9,640
-150
113
$1.14M 0.09%
19,115
-11,095
114
$1.08M 0.08%
+17,176
115
$1.06M 0.08%
10,826
116
$1.04M 0.08%
2
117
$1.02M 0.08%
+30,200
118
$961K 0.07%
+29,621
119
$958K 0.07%
11,040
120
$943K 0.07%
7,773
121
$922K 0.07%
3,236
-424
122
$921K 0.07%
8,515
123
$880K 0.07%
10,515
-3,299
124
$851K 0.06%
13,000
+3,000
125
$838K 0.06%
+5,000
3 4
5
6 7