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
126
$766K 0.06%
10,135
127
$758K 0.06%
959
-44
128
$723K 0.05%
1,195
129
$663K 0.05%
2,900
+75
130
$663K 0.05%
+2,000
131
$656K 0.05%
1,074
-4,246
132
$644K 0.05%
22,665
+4,975
133
$644K 0.05%
7,300
134
$623K 0.05%
10,000
-40,000
135
$618K 0.05%
2,105
136
$568K 0.04%
9,900
137
$567K 0.04%
5,424
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138
$536K 0.04%
3,450
139
$512K 0.04%
6,835
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140
$497K 0.04%
10,250
141
$476K 0.03%
13,025
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142
$471K 0.03%
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143
$466K 0.03%
7,365
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144
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5,700
145
$441K 0.03%
17,583
146
$438K 0.03%
602
-56
147
$433K 0.03%
1,146
148
$420K 0.03%
1,500
149
$415K 0.03%
12,250
-775
150
$414K 0.03%
2,400
4 5
6
7 8