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
126
$837K 0.06%
1,165
127
$817K 0.06%
8,250
-100
128
$790K 0.06%
23,639
-3,250
129
$778K 0.06%
1,550
130
$778K 0.06%
5,351
-75
131
$730K 0.05%
8,612
132
$713K 0.05%
9,260
-375
133
$710K 0.05%
5,475
134
$678K 0.05%
4,260
-2,000
135
$644K 0.05%
7,300
136
$644K 0.05%
15,766
+1,338
137
$616K 0.05%
8,871
+2,820
138
$602K 0.05%
4,047
-2,025
139
$588K 0.04%
9,400
140
$579K 0.04%
19,100
-124
141
$555K 0.04%
12,425
142
$547K 0.04%
5,100
143
$545K 0.04%
4,075
-3,955
144
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2,560
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145
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146
$528K 0.04%
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-50
147
$512K 0.04%
15,000
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148
$510K 0.04%
+19,074
149
$483K 0.04%
5,733
150
$459K 0.03%
2,400
4 5
6
7 8