IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
1-Year Return
20.44%
This Quarter Return
+0.38%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$656M
AUM Growth
-$8.98M
(-1.3%)
Cap. Flow
-$5.61M
Cap. Flow
% of AUM
-0.85%
Top 10 Holdings %
Top 10 Hldgs %
28.66%
Holding
199
New
19
Increased
41
Reduced
80
Closed
19
Top Buys
| 1 |
WOOF
VCA Inc.
WOOF
|
$4.11M |
| 2 |
Waste Management
WM
|
$2.37M |
| 3 |
Deluxe
DLX
|
$2.22M |
| 4 |
Amazon
AMZN
|
$1.7M |
| 5 |
Yum China
YUMC
|
$1M |
Top Sells
| 1 |
Bread Financial
BFH
|
$2.57M |
| 2 |
Hain Celestial
HAIN
|
$1.32M |
| 3 |
Ally Financial
ALLY
|
$1.25M |
| 4 |
ADPT
Adeptus Health Inc.
ADPT
|
$1.24M |
| 5 |
Apple
AAPL
|
$1.07M |
Sector Composition
| 1 | Technology | 25.32% |
| 2 | Healthcare | 20.34% |
| 3 | Communication Services | 12.02% |
| 4 | Industrials | 10.6% |
| 5 | Consumer Discretionary | 10.09% |
