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
126
$679K 0.08%
2,025
-25
127
$670K 0.08%
1,943
-455
128
$664K 0.08%
17,595
-300
129
$627K 0.07%
7,165
+238
130
$614K 0.07%
+142,878
131
$597K 0.07%
9,150
-305
132
$568K 0.07%
+33,690
133
$534K 0.06%
10,925
134
$515K 0.06%
6,758
-4,000
135
$499K 0.06%
7,200
136
$499K 0.06%
17,689
+1,953
137
$489K 0.06%
8,823
+2,055
138
$478K 0.06%
7,610
+1,060
139
$472K 0.05%
7,300
140
$461K 0.05%
5,360
141
$447K 0.05%
10,910
142
$437K 0.05%
+13,200
143
$432K 0.05%
+7,350
144
$432K 0.05%
+83,220
145
$423K 0.05%
5,547
+1,108
146
$420K 0.05%
6,635
+5
147
$414K 0.05%
1,900
148
$400K 0.05%
3,900
-225
149
$396K 0.05%
2,836
+1,451
150
$390K 0.05%
6,465
-830
4 5
6
7 8