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
1
$115M 8.11%
842,064
-7,630
2
$73.4M 5.16%
210,974
+90
3
$60.3M 4.24%
123,096
-1,213
4
$59.5M 4.19%
101,668
-1,346
5
$59.3M 4.17%
344,980
+20,520
6
$57.2M 4.02%
196,169
-292
7
$56.9M 4%
210,147
-2,035
8
$44.2M 3.11%
362,140
-44,240
9
$40.4M 2.84%
322,740
+240
10
$38.9M 2.73%
202,697
+385
11
$34.4M 2.42%
93,016
+347
12
$28.6M 2.01%
96,925
+315
13
$28.4M 1.99%
71,672
+170
14
$23.6M 1.66%
104,232
-17,004
15
$21.8M 1.53%
113,145
+245
16
$20.3M 1.42%
170,743
+615
17
$19.6M 1.38%
80,534
-220
18
$18.4M 1.29%
128,606
+960
19
$17.8M 1.25%
126,781
+700
20
$16.8M 1.18%
156,633
+860
21
$16.5M 1.16%
80,067
+385
22
$16.2M 1.14%
808,960
+11,000
23
$15.4M 1.09%
181,137
-300
24
$15.1M 1.06%
184,514
25
$14.2M 1%
71,665
+880
1
2 3 4 5