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
176
$302K 0.02%
16,278
+17
177
$299K 0.02%
+13,919
178
$284K 0.02%
1,515
179
$265K 0.02%
4,394
+3
180
$260K 0.02%
720
181
$258K 0.02%
1,350
182
$241K 0.02%
2,785
183
$240K 0.02%
11,042
+1,456
184
$232K 0.02%
975
+125
185
$230K 0.02%
4,050
186
$230K 0.02%
5,655
187
$229K 0.02%
8,720
188
$225K 0.02%
+2,000
189
$224K 0.02%
+1,040
190
$223K 0.02%
2,525
191
$213K 0.02%
5,181
+3
192
$212K 0.01%
+463
193
$210K 0.01%
1,025
194
$104K 0.01%
10,600
195
$80K 0.01%
14,800
196
– –
-19,140
197
– –
-20,990
198
– –
-2,000
199
– –
-5,000
200
– –
-19,490
5 6 7
8
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