IHL

Investment House LLC Portfolio holdings

AUM $2.11B
1-Year Est. Return 25.51%
This Quarter Est. Return
1 Year Est. Return
+25.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$9.27M
3 +$7.14M
4
ALGN icon
Align Technology
ALGN
+$6.39M
5
CPNG icon
Coupang
CPNG
+$4.66M

Top Sells

1 +$9.59M
2 +$7.26M
3 +$6.48M
4
ZTS icon
Zoetis
ZTS
+$6.03M
5
AMZN icon
Amazon
AMZN
+$5.23M

Sector Composition

1 Technology 35.61%
2 Communication Services 16.96%
3 Consumer Discretionary 14.35%
4 Healthcare 9.34%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ABBV icon
51
AbbVie
ABBV
$402B
$11M 0.52%
47,682
-10
CPNG icon
52
Coupang
CPNG
$44.4B
$10.8M 0.51%
335,017
+144,834
CART icon
53
Maplebear
CART
$11.9B
$10.5M 0.5%
286,770
+7,085
NVS icon
54
Novartis
NVS
$259B
$10.5M 0.5%
82,017
+200
GWW icon
55
W.W. Grainger
GWW
$49B
$10.3M 0.49%
10,824
-2,178
AN icon
56
AutoNation
AN
$7.53B
$10.1M 0.48%
46,240
DHI icon
57
D.R. Horton
DHI
$45.5B
$9.98M 0.47%
58,911
+4,914
PYPL icon
58
PayPal
PYPL
$56.8B
$9.88M 0.47%
147,380
+1,000
ABNB icon
59
Airbnb
ABNB
$79.9B
$9.83M 0.47%
80,945
+5,305
CHD icon
60
Church & Dwight Co
CHD
$20.4B
$9.6M 0.46%
109,541
-5,697
XBI icon
61
State Street SPDR S&P Biotech ETF
XBI
$7.95B
$9.21M 0.44%
91,965
+42,450
NSC icon
62
Norfolk Southern
NSC
$67.2B
$7.77M 0.37%
25,868
-525
CCC
63
CCC Intelligent Solutions
CCC
$4.84B
$7.65M 0.36%
840,125
+53,300
DE icon
64
Deere & Co
DE
$132B
$7.43M 0.35%
16,250
AMGN icon
65
Amgen
AMGN
$175B
$7.31M 0.35%
25,898
-8,669
ZTS icon
66
Zoetis
ZTS
$53.3B
$7.29M 0.35%
49,846
-41,180
EXPD icon
67
Expeditors International
EXPD
$20.3B
$7.28M 0.35%
59,409
+250
FVRR icon
68
Fiverr
FVRR
$738M
$7.13M 0.34%
292,280
+14,890
HD icon
69
Home Depot
HD
$355B
$6.49M 0.31%
16,028
-38
ALGN icon
70
Align Technology
ALGN
$11.7B
$6.39M 0.3%
+51,000
AMD icon
71
Advanced Micro Devices
AMD
$338B
$6.32M 0.3%
39,080
+220
LIN icon
72
Linde
LIN
$195B
$5.96M 0.28%
12,547
-440
WBD icon
73
Warner Bros
WBD
$73.6B
$5.85M 0.28%
299,656
+81,168
BRK.B icon
74
Berkshire Hathaway Class B
BRK.B
$1.09T
$5.75M 0.27%
11,446
+445
BLDR icon
75
Builders FirstSource
BLDR
$11.6B
$5.71M 0.27%
47,082
+75