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
201
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-1,598
202
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-8,760
203
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204
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-24,940
205
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-5,855
206
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-12,305
207
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-44,095
208
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-10,930
209
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-10,200
210
– –
-7,000
211
– –
-39,819
212
– –
-14,658
5 6 7 8
9