IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
1-Year Return
20.44%
This Quarter Return
+1.6%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$628M
AUM Growth
+$14.7M
(+2.4%)
Cap. Flow
+$8.9M
Cap. Flow
% of AUM
1.42%
Top 10 Holdings %
Top 10 Hldgs %
28.18%
Holding
190
New
23
Increased
66
Reduced
48
Closed
7
Top Buys
| 1 |
Flex
FLEX
|
+$1.62M |
| 2 |
Salesforce
CRM
|
+$1.51M |
| 3 |
ETP
Energy Transfer Partners L.p.
ETP
|
+$1.48M |
| 4 |
Carnival Corp
CCL
|
+$1.1M |
| 5 |
HAR
Harman International Industries
HAR
|
+$1.04M |
Top Sells
| 1 |
Yum! Brands
YUM
|
+$3.11M |
| 2 |
eBay
EBAY
|
+$1.62M |
| 3 |
Alibaba
BABA
|
+$1.27M |
| 4 |
Trimble
TRMB
|
+$1.03M |
| 5 |
DuPont de Nemours
DD
|
+$961K |
Sector Composition
| 1 | Technology | 24.54% |
| 2 | Healthcare | 21.94% |
| 3 | Communication Services | 12.17% |
| 4 | Consumer Discretionary | 9.81% |
| 5 | Industrials | 9.08% |
