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
$1.37B
AUM Growth
-$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$6.09M
3
+$5.03M
4
STZ icon
Constellation Brands
STZ
+$3.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.66M

Top Sells

1
+$14.2M
2
+$5.8M
3
+$4.48M
4
CLX icon
Clorox
CLX
+$4.04M
5
MELI icon
Mercado Libre
MELI
+$3.84M

Sector Composition

1 Technology 39.06%
2 Healthcare 14.28%
3 Communication Services 13.39%
4 Consumer Discretionary 7.42%
5 Financials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$227K 0.02%
+865
177
$220K 0.02%
5,181
178
$220K 0.02%
5,655
179
$210K 0.02%
8,720
180
$207K 0.02%
+1,278
181
$207K 0.02%
1,315
-200
182
$204K 0.01%
+328
183
$201K 0.01%
+916
184
$106K 0.01%
+10,000
185
$103K 0.01%
10,600
186
$64K ﹤0.01%
14,800
187
– –
-4,025
188
– –
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189
– –
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190
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191
– –
-10,359
192
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193
– –
-78,000
194
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195
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196
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197
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198
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-2,525
199
– –
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200
– –
-1,025
5 6 7
8
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