IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
This Quarter Return
+7.87%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$823M
AUM Growth
+$823M
(+7.4%)
Cap. Flow
+$8.95M
Cap. Flow
% of AUM
1.09%
Top 10 Holdings %
Top 10 Hldgs %
32.29%
Holding
200
New
17
Increased
55
Reduced
54
Closed
8
Top Buys
| 1 |
XPO
XPO
|
$3.5M |
| 2 |
FedEx
FDX
|
$2.84M |
| 3 |
Intuitive Surgical
ISRG
|
$2.27M |
| 4 |
iShares Biotechnology ETF
IBB
|
$2.23M |
| 5 |
Aptiv
APTV
|
$1.76M |
Top Sells
| 1 |
Omnicom Group
OMC
|
$2.33M |
| 2 |
AGN
Allergan plc
AGN
|
$1.62M |
| 3 |
CVS Health
CVS
|
$1.05M |
| 4 |
Wells Fargo
WFC
|
$937K |
| 5 |
Bank of America
BAC
|
$900K |
Sector Composition
| 1 | Technology | 27.68% |
| 2 | Healthcare | 17.2% |
| 3 | Communication Services | 12.36% |
| 4 | Consumer Discretionary | 11.7% |
| 5 | Industrials | 11.15% |
