IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
This Quarter Return
+6.85%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$665M
AUM Growth
+$665M
(+6.6%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
2.03%
Top 10 Holdings %
Top 10 Hldgs %
28.54%
Holding
190
New
12
Increased
56
Reduced
66
Closed
10
Top Buys
| 1 |
Church & Dwight Co
CHD
|
$5.37M |
| 2 |
Alibaba
BABA
|
$3.64M |
| 3 |
Waste Management
WM
|
$2.88M |
| 4 |
Deluxe
DLX
|
$2.6M |
| 5 |
WOOF
VCA Inc.
WOOF
|
$2.16M |
Top Sells
| 1 |
Bread Financial
BFH
|
$2.38M |
| 2 |
Salesforce
CRM
|
$2.15M |
| 3 |
Hain Celestial
HAIN
|
$2.08M |
| 4 |
Bristol-Myers Squibb
BMY
|
$1.18M |
| 5 |
Delta Air Lines
DAL
|
$911K |
Sector Composition
| 1 | Technology | 24.76% |
| 2 | Healthcare | 22.03% |
| 3 | Communication Services | 12.37% |
| 4 | Consumer Discretionary | 10.56% |
| 5 | Industrials | 8.96% |
