IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
This Quarter Return
-13.83%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$802M
AUM Growth
+$802M
(-14%)
Cap. Flow
+$5.94M
Cap. Flow
% of AUM
0.74%
Top 10 Holdings %
Top 10 Hldgs %
32.46%
Holding
192
New
7
Increased
46
Reduced
79
Closed
25
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$14.2M |
| 2 |
HP
HPQ
|
$4.6M |
| 3 |
Cisco
CSCO
|
$3.14M |
| 4 |
Intel
INTC
|
$2.87M |
| 5 |
iShares Biotechnology ETF
IBB
|
$2.81M |
Top Sells
| 1 |
Flex
FLEX
|
$3.8M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.55M |
| 3 |
Alibaba
BABA
|
$2.41M |
| 4 |
Meta Platforms (Facebook)
META
|
$2.06M |
| 5 |
Aptiv
APTV
|
$1.83M |
Sector Composition
| 1 | Technology | 30.43% |
| 2 | Healthcare | 16.72% |
| 3 | Consumer Discretionary | 10.98% |
| 4 | Communication Services | 10.83% |
| 5 | Industrials | 8.67% |
