IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
This Quarter Return
+5.91%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$863M
AUM Growth
+$863M
(+5.4%)
Cap. Flow
+$2.96M
Cap. Flow
% of AUM
0.34%
Top 10 Holdings %
Top 10 Hldgs %
34.59%
Holding
202
New
21
Increased
74
Reduced
51
Closed
10
Top Buys
| 1 |
Macerich
MAC
|
$2.78M |
| 2 |
iShares Biotechnology ETF
IBB
|
$1.3M |
| 3 |
Petrobras
PBR
|
$1.09M |
| 4 |
Mercado Libre
MELI
|
$948K |
| 5 |
Liberty Energy
LBRT
|
$788K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$6.77M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.4M |
| 3 |
MON
Monsanto Co
MON
|
$1.22M |
| 4 |
McKesson
MCK
|
$1.02M |
| 5 |
CSRA
CSRA Inc.
CSRA
|
$754K |
Sector Composition
| 1 | Technology | 29.43% |
| 2 | Healthcare | 16.1% |
| 3 | Consumer Discretionary | 12.57% |
| 4 | Communication Services | 12.41% |
| 5 | Industrials | 10.03% |
