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
176
$254K 0.03%
2,365
177
$249K 0.03%
3,680
178
$247K 0.03%
+2,385
179
$245K 0.03%
1,800
180
$236K 0.03%
6,225
-3,400
181
$235K 0.03%
6,600
-100
182
$234K 0.03%
1,695
183
$230K 0.03%
6,400
184
$228K 0.03%
1,800
185
$225K 0.03%
+1,016
186
$223K 0.03%
3,449
187
$215K 0.02%
+4,565
188
$215K 0.02%
2,400
189
$202K 0.02%
+4,357
190
$201K 0.02%
+2,598
191
$161K 0.02%
2,464
-564
192
$28K ﹤0.01%
14,840
193
– –
-47
194
– –
-2,757
195
– –
-42,273
196
– –
-12,505
197
– –
-7,135
198
– –
-4,590
199
– –
-4,860
200
– –
-29,890
5 6 7
8
9