IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
This Quarter Return
+12.41%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$1.56B
AUM Growth
+$1.56B
(+13%)
Cap. Flow
+$54.1M
Cap. Flow
% of AUM
3.47%
Top 10 Holdings %
Top 10 Hldgs %
41.25%
Holding
197
New
11
Increased
42
Reduced
72
Closed
18
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$21.7M |
| 2 |
Invesco QQQ Trust
QQQ
|
$15.5M |
| 3 |
Macerich
MAC
|
$14.2M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$7.09M |
| 5 |
Intuitive Surgical
ISRG
|
$6.78M |
Top Sells
| 1 |
Apple
AAPL
|
$4.55M |
| 2 |
ScottsMiracle-Gro
SMG
|
$2.93M |
| 3 |
Constellation Brands
STZ
|
$2.72M |
| 4 |
Intuit
INTU
|
$2.67M |
| 5 |
KraneShares CSI China Internet ETF
KWEB
|
$2.64M |
Sector Composition
| 1 | Technology | 39.94% |
| 2 | Healthcare | 13.03% |
| 3 | Communication Services | 12.27% |
| 4 | Consumer Discretionary | 6.86% |
| 5 | Industrials | 6.49% |
