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
126
$880K 0.06%
7,875
-100
127
$874K 0.06%
5,625
-150
128
$825K 0.06%
5,740
-150
129
$824K 0.06%
10,135
130
$805K 0.06%
1,003
+2
131
$776K 0.05%
+14,074
132
$775K 0.05%
19,128
+3,383
133
$771K 0.05%
+7,582
134
$749K 0.05%
10,097
135
$697K 0.05%
7,185
136
$682K 0.05%
2,825
137
$667K 0.05%
1,195
138
$660K 0.05%
5,664
-315
139
$649K 0.05%
7,300
140
$628K 0.04%
9,900
141
$616K 0.04%
+4,025
142
$608K 0.04%
2,105
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143
$596K 0.04%
+17,690
144
$574K 0.04%
9,845
+2,450
145
$558K 0.04%
1,107
+50
146
$553K 0.04%
7,160
-100
147
$499K 0.04%
3,450
+450
148
$488K 0.03%
10,250
149
$482K 0.03%
5,700
150
$474K 0.03%
658
-17
4 5
6
7 8