IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
This Quarter Return
+9.4%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$935M
AUM Growth
+$935M
(+8.4%)
Cap. Flow
+$737K
Cap. Flow
% of AUM
0.08%
Top 10 Holdings %
Top 10 Hldgs %
34.73%
Holding
201
New
9
Increased
61
Reduced
62
Closed
16
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.55M |
| 2 |
Alibaba
BABA
|
$2.14M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.9M |
| 4 |
Meta Platforms (Facebook)
META
|
$1.78M |
| 5 |
Cisco
CSCO
|
$1.31M |
Top Sells
| 1 |
Church & Dwight Co
CHD
|
$1.32M |
| 2 |
CELG
Celgene Corp
CELG
|
$1.27M |
| 3 |
Amgen
AMGN
|
$1.13M |
| 4 |
Petrobras
PBR
|
$1.09M |
| 5 |
Gilead Sciences
GILD
|
$1.04M |
Sector Composition
| 1 | Technology | 31.33% |
| 2 | Healthcare | 16.39% |
| 3 | Consumer Discretionary | 12.18% |
| 4 | Communication Services | 11.3% |
| 5 | Industrials | 10.06% |
