IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
This Quarter Return
-1.78%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$1.27B
AUM Growth
+$1.27B
(-4.9%)
Cap. Flow
-$29.2M
Cap. Flow
% of AUM
-2.3%
Top 10 Holdings %
Top 10 Hldgs %
40.37%
Holding
198
New
11
Increased
27
Reduced
101
Closed
18
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$16.1M |
| 2 |
Global Payments
GPN
|
$4.16M |
| 3 |
Sea Limited
SE
|
$3.58M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$3.35M |
| 5 |
Williams-Sonoma
WSM
|
$3.32M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$6.37M |
| 2 |
Walt Disney
DIS
|
$5.75M |
| 3 |
Visa
V
|
$4.54M |
| 4 |
Meta Platforms (Facebook)
META
|
$3.21M |
| 5 |
Danaher
DHR
|
$3.21M |
Sector Composition
| 1 | Technology | 37.89% |
| 2 | Healthcare | 12.61% |
| 3 | Communication Services | 11.34% |
| 4 | Consumer Discretionary | 10.29% |
| 5 | Industrials | 8.34% |
