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
151
$473K 0.03%
+13,025
152
$441K 0.03%
2,400
153
$441K 0.03%
17,583
-34,570
154
$434K 0.03%
10,225
-995
155
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1,146
+50
156
$417K 0.03%
1,185
157
$408K 0.03%
10,378
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158
$408K 0.03%
1,500
159
$403K 0.03%
5,484
160
$394K 0.03%
+5,130
161
$384K 0.03%
6,651
162
$381K 0.03%
6,700
163
$378K 0.03%
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164
$369K 0.03%
2,802
165
$359K 0.03%
1,516
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166
$357K 0.03%
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167
$347K 0.02%
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168
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169
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170
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1,500
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171
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172
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3,765
173
$316K 0.02%
4,602
+200
174
$315K 0.02%
4,329
175
$313K 0.02%
+10,359
5 6
7
8 9