IHL
Investment House LLC Portfolio holdings
AUM
$1.92B
1-Year Est. Return
23.26%
This Fund
S&P 500
1 Year Est. Return
+23.26%
AUM
$2.1B
AUM Growth
-$4.48M
(-0.21%)
Holding
236
Top Buys
| 1 | +$13.4M | |
| 2 | +$9.01M | |
| 3 | +$8.82M | |
| 4 |
Progressive
PGR
|
+$8.38M |
| 5 |
Align Technology
ALGN
|
+$4.46M |
Top Sells
| 1 | +$8.72M | |
| 2 | +$6.35M | |
| 3 | +$6.22M | |
| 4 |
Warner Bros
WBD
|
+$5.85M |
| 5 |
CCC
CCC Intelligent Solutions
CCC
|
+$5.37M |
Sector Composition
| 1 | Technology | 32.89% |
| 2 | Communication Services | 17.4% |
| 3 | Consumer Discretionary | 13.67% |
| 4 | Healthcare | 11.25% |
| 5 | Financials | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Penske Automotive Group
PAG
$11.2B
| – | – |
-1,160
|
|
||
227
iShares Bitcoin Trust
IBIT
$63.5B
| – | – |
-12,309
|
|
||
228
Griffon
GFF
$4.31B
| – | – |
-10,508
|
|
||
229
Elevance Health
ELV
$80.9B
| – | – |
-3,000
|
|
||
230
New Oriental
EDU
$8.57B
| – | – |
-10,000
|
|
||
231
Centene
CNC
$26.3B
| – | – |
-50,400
|
|
||
232
Chipotle Mexican Grill
CMG
$43B
| – | – |
-46,500
|
|
||
233
Clorox
CLX
$10.5B
| – | – |
-1,760
|
|
||
234
Baidu
BIDU
$42.8B
| – | – |
-6,000
|
|
||
235
Alibaba
BABA
$315B
| – | – |
-9,000
|
|
||
236
iShares Core US Aggregate Bond ETF
AGG
$135B
| – | – |
-23,968
|
|