IHL

Investment House LLC Portfolio holdings

AUM $2.1B
1-Year Est. Return 25.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.44M
3
+$3.4M
4
LNG icon
Cheniere Energy
LNG
+$3.07M
5
HPQ icon
HP
HPQ
+$2.69M

Top Sells

1
+$12.7M
2
+$9.16M
3
+$4.46M
4
MELI icon
Mercado Libre
MELI
+$2.97M
5
AAPL icon
Apple
AAPL
+$2.65M

Sector Composition

1 Technology 36.82%
2 Healthcare 13.59%
3 Communication Services 11.37%
4 Consumer Discretionary 11.15%
5 Financials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$136M 9.57%
1,022,465
-22,041
2
$73.1M 5.16%
328,553
-4,643
3
$64.4M 4.55%
235,827
-1,729
4
$52.1M 3.68%
320,200
-27,940
5
$51.7M 3.65%
103,394
-604
6
$50M 3.53%
131,677
-1,050
7
$46.7M 3.29%
199,220
-4,930
8
$42.3M 2.98%
212,195
-1,473
9
$37.4M 2.64%
426,300
-380
10
$33.8M 2.38%
385,340
-15,560
11
$28.2M 1.99%
121,049
+12,229
12
$27.5M 1.94%
73,066
+205
13
$25.3M 1.79%
96,960
+5
14
$23.4M 1.65%
93,659
+51
15
$21.3M 1.51%
80,295
16
$19.6M 1.38%
170,083
+361
17
$19.5M 1.37%
127,811
+264
18
$18.6M 1.31%
113,513
-544
19
$18.1M 1.28%
115,013
+1,287
20
$18M 1.27%
82,614
-260
21
$17.1M 1.21%
79,237
-12
22
$15.9M 1.12%
182,387
-800
23
$14.9M 1.05%
126,621
+635
24
$14.9M 1.05%
48,715
-140
25
$14.4M 1.02%
154,868
+38
1
2 3 4 5