IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
1-Year Return
20.44%
This Quarter Return
+13.77%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$1.22B
AUM Growth
+$148M
(+14%)
Cap. Flow
+$22.8M
Cap. Flow
% of AUM
1.88%
Top 10 Holdings %
Top 10 Hldgs %
38.04%
Holding
190
New
20
Increased
44
Reduced
72
Closed
8
Top Buys
| 1 |
Alibaba
BABA
|
$8.19M |
| 2 |
UBS Group
UBS
|
$7.06M |
| 3 |
Amazon
AMZN
|
$6.82M |
| 4 |
JD.com
JD
|
$6.73M |
| 5 |
Occidental Petroleum
OXY
|
$3.67M |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$13.3M |
| 2 |
Meta Platforms (Facebook)
META
|
$9.69M |
| 3 |
Vanguard Growth ETF
VUG
|
$3.43M |
| 4 |
Take-Two Interactive
TTWO
|
$2.31M |
| 5 |
Sea Limited
SE
|
$1.9M |
Sector Composition
| 1 | Technology | 39.82% |
| 2 | Healthcare | 15.57% |
| 3 | Communication Services | 10% |
| 4 | Consumer Discretionary | 8.95% |
| 5 | Industrials | 8.24% |
