IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
This Quarter Return
+5.63%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$1.07B
AUM Growth
+$1.07B
(-0.2%)
Cap. Flow
-$44.2M
Cap. Flow
% of AUM
-4.14%
Top 10 Holdings %
Top 10 Hldgs %
35.78%
Holding
185
New
11
Increased
51
Reduced
70
Closed
15
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$11M |
| 2 |
Meta Platforms (Facebook)
META
|
$4.42M |
| 3 |
Vanguard Growth ETF
VUG
|
$3.43M |
| 4 |
Booking.com
BKNG
|
$3.31M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$2.47M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$43.4M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$6.81M |
| 3 |
Vanguard Value ETF
VTV
|
$3.98M |
| 4 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
$2.68M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$2.18M |
Sector Composition
| 1 | Technology | 38.82% |
| 2 | Healthcare | 18.64% |
| 3 | Communication Services | 9.13% |
| 4 | Industrials | 8.7% |
| 5 | Consumer Staples | 7.02% |
