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
$863M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.3M
3
+$1.09M
4
MELI icon
Mercado Libre
MELI
+$948K
5
LBRT icon
Liberty Energy
LBRT
+$788K

Top Sells

1
+$6.77M
2
+$1.4M
3
+$1.22M
4
MCK icon
McKesson
MCK
+$1.02M
5
CSRA
CSRA Inc.
CSRA
+$754K

Sector Composition

1 Technology 29.43%
2 Healthcare 16.1%
3 Consumer Discretionary 12.57%
4 Communication Services 12.41%
5 Industrials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.4M 5.72%
1,066,436
-11,736
2
$48.2M 5.58%
247,942
+1,151
3
$32.7M 3.79%
331,921
+578
4
$29.3M 3.39%
143,202
+504
5
$27.4M 3.17%
322,100
+1,220
6
$26.4M 3.06%
108,243
-2,167
7
$23.6M 2.74%
418,320
+1,420
8
$21.9M 2.54%
392,240
+4,280
9
$20.9M 2.42%
112,570
+2,861
10
$18.8M 2.18%
226,205
+1,176
11
$17.4M 2.02%
209,389
+1,410
12
$16.9M 1.96%
103,513
+984
13
$15.9M 1.84%
81,276
-100
14
$15.5M 1.8%
74,225
-11
15
$15.5M 1.79%
68,130
-164
16
$13.2M 1.53%
108,564
-191
17
$13M 1.51%
176,661
+2,339
18
$12.2M 1.42%
110,853
+1,125
19
$12.1M 1.4%
227,182
+3,092
20
$11.9M 1.38%
84,785
+735
21
$11.4M 1.32%
229,641
-909
22
$10.8M 1.25%
5,332
+75
23
$10.5M 1.22%
93,855
+1,380
24
$10M 1.16%
123,053
+2,315
25
$9.87M 1.14%
144,357
+4,163
1
2 3 4 5