IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
This Quarter Return
+8.86%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$711M
AUM Growth
+$711M
(+8.2%)
Cap. Flow
+$1.58M
Cap. Flow
% of AUM
0.22%
Top 10 Holdings %
Top 10 Hldgs %
29.76%
Holding
195
New
15
Increased
35
Reduced
86
Closed
9
Top Buys
| 1 |
PNRA
Panera Bread Co
PNRA
|
$3.96M |
| 2 |
Plains GP Holdings
PAGP
|
$2.61M |
| 3 |
Zoetis
ZTS
|
$1.75M |
| 4 |
Alibaba
BABA
|
$1.2M |
| 5 |
Amazon
AMZN
|
$1.02M |
Top Sells
| 1 |
HAR
Harman International Industries
HAR
|
$4.11M |
| 2 |
WOOF
VCA Inc.
WOOF
|
$3.34M |
| 3 |
Viatris
VTRS
|
$878K |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$816K |
| 5 |
Medtronic
MDT
|
$748K |
Sector Composition
| 1 | Technology | 24.87% |
| 2 | Healthcare | 19.94% |
| 3 | Communication Services | 12.43% |
| 4 | Consumer Discretionary | 11.32% |
| 5 | Industrials | 10.02% |
