IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
This Quarter Return
+3.31%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$601M
AUM Growth
+$601M
(+3%)
Cap. Flow
+$3.83M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
31.72%
Holding
158
New
4
Increased
54
Reduced
49
Closed
3
Top Buys
| 1 |
American Airlines Group
AAL
|
$1.67M |
| 2 |
Amazon
AMZN
|
$1.36M |
| 3 |
MON
Monsanto Co
MON
|
$1.23M |
| 4 |
Bread Financial
BFH
|
$1.15M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$978K |
Top Sells
| 1 |
SZYM
SOLAZYME INC COM STK (DE)
SZYM
|
$1.61M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.13M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
$1.05M |
| 4 |
Procter & Gamble
PG
|
$534K |
| 5 |
B&G Foods
BGS
|
$480K |
Sector Composition
| 1 | Technology | 30.91% |
| 2 | Healthcare | 22.35% |
| 3 | Industrials | 9.5% |
| 4 | Communication Services | 8.4% |
| 5 | Consumer Staples | 8.17% |
