IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
1-Year Return
20.44%
This Quarter Return
+0.9%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$818M
AUM Growth
-$4.32M
(-0.52%)
Cap. Flow
-$2.37M
Cap. Flow
% of AUM
-0.29%
Top 10 Holdings %
Top 10 Hldgs %
32.73%
Holding
202
New
9
Increased
38
Reduced
95
Closed
20
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$6.77M |
| 2 |
XPO
XPO
|
+$2.4M |
| 3 |
Clorox
CLX
|
+$2M |
| 4 |
Corning
GLW
|
+$1.48M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.4M |
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
+$2.78M |
| 2 |
McKesson
MCK
|
+$2.02M |
| 3 |
Citigroup
C
|
+$1.27M |
| 4 |
Walt Disney
DIS
|
+$1.12M |
| 5 |
Omnicom Group
OMC
|
+$1.09M |
Sector Composition
| 1 | Technology | 28.82% |
| 2 | Healthcare | 16.82% |
| 3 | Consumer Discretionary | 12.48% |
| 4 | Communication Services | 11.31% |
| 5 | Industrials | 10.98% |
