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
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$4.75M
3
+$3.78M
4
LNG icon
Cheniere Energy
LNG
+$3.44M
5
HPQ icon
HP
HPQ
+$3.15M

Top Sells

1
+$12.7M
2
+$9.16M
3
+$4.55M
4
MELI icon
Mercado Libre
MELI
+$3.53M
5
AAPL icon
Apple
AAPL
+$2.92M

Sector Composition

1 Technology 36.82%
2 Healthcare 13.59%
3 Communication Services 11.37%
4 Consumer Discretionary 11.15%
5 Financials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$377K 0.03%
7,925
177
$373K 0.03%
1,385
178
$356K 0.03%
19,650
+100
179
$355K 0.02%
1,650
-25
180
$352K 0.02%
2,952
-207
181
$348K 0.02%
2,400
182
$343K 0.02%
6,328
183
$342K 0.02%
+3,000
184
$338K 0.02%
30,325
185
$338K 0.02%
3,100
186
$331K 0.02%
7,100
+100
187
$326K 0.02%
2,033
+3
188
$316K 0.02%
3,600
-27,680
189
$313K 0.02%
+10,356
190
$312K 0.02%
5,432
191
$291K 0.02%
7,704
192
$289K 0.02%
1,096
-125
193
$288K 0.02%
7,198
-400
194
$277K 0.02%
1,786
195
$273K 0.02%
+1,365
196
$270K 0.02%
4,387
+2
197
$267K 0.02%
4,575
198
$264K 0.02%
3,185
199
$264K 0.02%
3,781
-200
200
$261K 0.02%
12,029
-45,934
6 7
8
9 10