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
$1.37B
AUM Growth
-$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$6.09M
3
+$5.03M
4
STZ icon
Constellation Brands
STZ
+$3.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.66M

Top Sells

1
+$14.2M
2
+$5.8M
3
+$4.48M
4
CLX icon
Clorox
CLX
+$4.04M
5
MELI icon
Mercado Libre
MELI
+$3.84M

Sector Composition

1 Technology 39.06%
2 Healthcare 14.28%
3 Communication Services 13.39%
4 Consumer Discretionary 7.42%
5 Financials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$117M 8.53%
827,405
-14,659
2
$71M 5.17%
209,249
-1,725
3
$65.7M 4.79%
121,836
-1,260
4
$58.6M 4.27%
208,037
-2,110
5
$58.4M 4.25%
101,428
-240
6
$50.9M 3.71%
309,640
-35,340
7
$48.3M 3.52%
185,550
-10,619
8
$48M 3.5%
359,260
-2,880
9
$43M 3.13%
322,340
-400
10
$38.1M 2.78%
92,396
-620
11
$32.1M 2.34%
71,462
-210
12
$32.1M 2.34%
219,205
+16,508
13
$30.7M 2.24%
96,025
-900
14
$23M 1.67%
119,585
+6,440
15
$19.7M 1.44%
171,803
+1,060
16
$18.9M 1.38%
126,821
+40
17
$18M 1.31%
139,583
+10,977
18
$17.6M 1.28%
156,203
-430
19
$16.9M 1.23%
813,410
+4,450
20
$16.6M 1.21%
79,632
-435
21
$16M 1.17%
66,736
-13,798
22
$15.1M 1.1%
183,114
-1,400
23
$14.9M 1.08%
180,012
-1,125
24
$14.8M 1.08%
95,895
+39,550
25
$14.3M 1.04%
73,753
+250
1
2 3 4 5