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
176
$227K 0.02%
2,525
177
$224K 0.02%
286
178
$221K 0.02%
+393
179
$219K 0.02%
6,625
180
$214K 0.02%
+855
181
$207K 0.02%
3,867
+452
182
$205K 0.02%
2,033
-1,300
183
$204K 0.02%
+580
184
$197K 0.01%
+13,050
185
$148K 0.01%
12,007
186
$60.2K ﹤0.01%
14,800
187
$19K ﹤0.01%
1,075
-753
188
– –
-5,484
189
– –
-36,353
190
– –
-10,000
191
– –
-17,138
192
– –
-34,044
193
– –
-1,350
194
– –
-21,985
195
– –
-60,000
196
– –
-16,000
197
– –
-330,813
198
– –
-8,245
199
– –
-1,050
200
– –
-266,326
5 6 7
8
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