IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
This Quarter Return
+6.18%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$1.85B
AUM Growth
+$1.85B
(+5.7%)
Cap. Flow
+$23.4M
Cap. Flow
% of AUM
1.27%
Top 10 Holdings %
Top 10 Hldgs %
39.53%
Holding
220
New
17
Increased
79
Reduced
67
Closed
14
Top Buys
| 1 |
Dell
DELL
|
$8.92M |
| 2 |
Williams-Sonoma
WSM
|
$8.62M |
| 3 |
Salesforce
CRM
|
$7.55M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$5.03M |
| 5 |
Applovin
APP
|
$4.66M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$18.4M |
| 2 |
Apple
AAPL
|
$9.95M |
| 3 |
Deere & Co
DE
|
$7.44M |
| 4 |
Microsoft
MSFT
|
$3.35M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$2.65M |
Sector Composition
| 1 | Technology | 38.02% |
| 2 | Consumer Discretionary | 12.71% |
| 3 | Communication Services | 11.95% |
| 4 | Healthcare | 11.47% |
| 5 | Financials | 8.01% |
