IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
This Quarter Return
+10.43%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$494M
AUM Growth
+$494M
(+7.2%)
Cap. Flow
-$3.27M
Cap. Flow
% of AUM
-0.66%
Top 10 Holdings %
Top 10 Hldgs %
30.74%
Holding
141
New
8
Increased
54
Reduced
41
Closed
3
Top Buys
| 1 |
DaVita
DVA
|
$1.18M |
| 2 |
Meta Platforms (Facebook)
META
|
$563K |
| 3 |
ESRX
Express Scripts Holding Company
ESRX
|
$485K |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$474K |
| 5 |
Amazon
AMZN
|
$440K |
Top Sells
| 1 |
Microsoft
MSFT
|
$3.11M |
| 2 |
IBM
IBM
|
$2.98M |
| 3 |
Oracle
ORCL
|
$1.68M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$682K |
| 5 |
Novartis
NVS
|
$614K |
Sector Composition
| 1 | Technology | 31.18% |
| 2 | Healthcare | 21.5% |
| 3 | Consumer Staples | 9.14% |
| 4 | Industrials | 8.96% |
| 5 | Consumer Discretionary | 8.26% |
