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
$1.34B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11M
3
+$9.91M
4
MELI icon
Mercado Libre
MELI
+$6.52M
5
V icon
Visa
V
+$6.27M

Top Sells

1
+$7.06M
2
+$6.27M
3
+$5.4M
4
JD icon
JD.com
JD
+$4.72M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.02M

Sector Composition

1 Technology 38.66%
2 Healthcare 13.56%
3 Communication Services 10.81%
4 Consumer Discretionary 9.33%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$130M 9.73%
670,006
-19,254
2
$67M 5.01%
196,617
-3,205
3
$52.5M 3.93%
183,042
+9,694
4
$47.9M 3.59%
104,540
-2,490
5
$46.9M 3.51%
95,921
-1,217
6
$44.6M 3.34%
342,016
-18,176
7
$37.4M 2.8%
312,194
-52,353
8
$37M 2.77%
68,773
-677
9
$34M 2.54%
280,919
-33,225
10
$29.6M 2.21%
698,650
-62,800
11
$29.1M 2.18%
94,358
-1,615
12
$23.6M 1.77%
136,237
+289
13
$23.5M 1.76%
50,062
-728
14
$22.6M 1.69%
125,633
+313
15
$21.2M 1.59%
72,331
-5,460
16
$20.5M 1.53%
181,194
-945
17
$19.1M 1.43%
170,862
-567
18
$18M 1.35%
44,500
+42,895
19
$17.9M 1.34%
81,473
+350
20
$16M 1.2%
89,227
-8,975
21
$15.8M 1.18%
75,243
-4,170
22
$15.4M 1.15%
153,245
-3,075
23
$15.4M 1.15%
64,673
+26,423
24
$15.2M 1.14%
161,099
-11,775
25
$14.2M 1.07%
123,391
-2,325
1
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