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
151
$362K 0.04%
925
152
$358K 0.04%
5,250
153
$358K 0.04%
3,350
154
$356K 0.04%
3,420
155
$353K 0.04%
2,550
156
$348K 0.04%
5,298
-213
157
$344K 0.04%
3,920
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158
$341K 0.04%
+2,805
159
$338K 0.04%
+1,786
160
$319K 0.04%
+5,230
161
$312K 0.04%
30,325
162
$308K 0.04%
13,465
163
$302K 0.04%
5,575
164
$299K 0.03%
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165
$296K 0.03%
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166
$278K 0.03%
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167
$276K 0.03%
4,400
168
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169
$272K 0.03%
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170
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171
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172
$269K 0.03%
3,675
173
$267K 0.03%
+22,525
174
$265K 0.03%
2,500
175
$255K 0.03%
10,510
+1,709
5 6
7
8 9