IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
1-Year Return
20.44%
This Quarter Return
+10.19%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$1.08B
AUM Growth
+$87M
(+8.8%)
Cap. Flow
+$4.47M
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
35.95%
Holding
232
New
36
Increased
27
Reduced
96
Closed
13
Top Buys
| 1 |
LK
Luckin Coffee Inc. American Depositary Shares
LK
|
$3.72M |
| 2 |
Amazon
AMZN
|
$3.3M |
| 3 |
Uber
UBER
|
$3.22M |
| 4 |
Corning
GLW
|
$3.11M |
| 5 |
Motorola Solutions
MSI
|
$3.01M |
Top Sells
| 1 |
SIX
Six Flags Entertainment Corp.
SIX
|
$3.59M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$3.37M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.77M |
| 4 |
Meta Platforms (Facebook)
META
|
$2.64M |
| 5 |
Carnival Corp
CCL
|
$2.59M |
Sector Composition
| 1 | Technology | 33.59% |
| 2 | Healthcare | 14.71% |
| 3 | Consumer Discretionary | 11.6% |
| 4 | Communication Services | 11.08% |
| 5 | Industrials | 7.44% |
