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
151
$420K 0.03%
4,025
152
$418K 0.03%
11,234
-5,781
153
$400K 0.03%
1,600
154
$398K 0.03%
1,500
155
$396K 0.03%
3,000
156
$379K 0.03%
7,629
157
$372K 0.03%
2,650
158
$371K 0.03%
6,474
-3,025
159
$370K 0.03%
26,219
160
$362K 0.03%
6,242
161
$357K 0.03%
4,400
-2,000
162
$356K 0.03%
7,084
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163
$347K 0.03%
1,075
164
$333K 0.02%
3,500
165
$324K 0.02%
5,432
166
$320K 0.02%
5,225
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167
$319K 0.02%
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168
$310K 0.02%
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169
$304K 0.02%
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170
$276K 0.02%
1,380
171
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2,650
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172
$274K 0.02%
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-4,550
173
$260K 0.02%
3,208
-100
174
$242K 0.02%
3,675
-1,836
175
$242K 0.02%
+1,700
5 6
7
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