IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
This Quarter Return
-9.03%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$1.37B
AUM Growth
+$1.37B
(-12%)
Cap. Flow
-$30.6M
Cap. Flow
% of AUM
-2.23%
Top 10 Holdings %
Top 10 Hldgs %
40.94%
Holding
188
New
9
Increased
38
Reduced
87
Closed
16
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$15.5M |
| 2 |
Fastenal
FAST
|
$3.96M |
| 3 |
Danaher
DHR
|
$3.76M |
| 4 |
Thermo Fisher Scientific
TMO
|
$3.36M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$2.9M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$21.7M |
| 2 |
Invesco QQQ Trust
QQQ
|
$14.2M |
| 3 |
Cheniere Energy
LNG
|
$3.77M |
| 4 |
International Flavors & Fragrances
IFF
|
$3.38M |
| 5 |
Apple
AAPL
|
$3.15M |
Sector Composition
| 1 | Technology | 40.03% |
| 2 | Healthcare | 13.76% |
| 3 | Communication Services | 11.57% |
| 4 | Industrials | 7.7% |
| 5 | Consumer Discretionary | 6.83% |
