IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
This Quarter Return
+5%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$766M
AUM Growth
+$766M
(+3.1%)
Cap. Flow
-$5.88M
Cap. Flow
% of AUM
-0.77%
Top 10 Holdings %
Top 10 Hldgs %
31.81%
Holding
199
New
10
Increased
68
Reduced
50
Closed
16
Top Buys
| 1 |
Clorox
CLX
|
$1.97M |
| 2 |
Henry Schein
HSIC
|
$1.93M |
| 3 |
IBM
IBM
|
$1.49M |
| 4 |
Oracle
ORCL
|
$1.48M |
| 5 |
Zoetis
ZTS
|
$1.32M |
Top Sells
| 1 |
WOOF
VCA Inc.
WOOF
|
$3.94M |
| 2 |
PNRA
Panera Bread Co
PNRA
|
$3.27M |
| 3 |
DaVita
DVA
|
$1.82M |
| 4 |
General Motors
GM
|
$1.64M |
| 5 |
B. Riley Financial
RILY
|
$1.17M |
Sector Composition
| 1 | Technology | 26.63% |
| 2 | Healthcare | 19.24% |
| 3 | Communication Services | 12.81% |
| 4 | Consumer Discretionary | 11.44% |
| 5 | Industrials | 9.85% |
