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IHL

Investment House LLC Portfolio holdings

AUM $1.92B
1-Year Est. Return 23.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
-$4.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$9.01M
3 +$8.82M
4
PGR icon
Progressive
PGR
+$8.38M
5
ALGN icon
Align Technology
ALGN
+$4.46M

Top Sells

1 +$8.72M
2 +$6.35M
3 +$6.22M
4
WBD icon
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
ORCL icon
51
Oracle
ORCL
$544B
$11.4M 0.54%
58,453
-8,156
NVS icon
52
Novartis
NVS
$288B
$11.3M 0.54%
81,848
-169
TRMB icon
53
Trimble
TRMB
$11.8B
$11.2M 0.53%
143,366
-7,419
MA icon
54
Mastercard
MA
$441B
$11.2M 0.53%
19,571
-433
XBI icon
55
State Street SPDR S&P Biotech ETF
XBI
$8.3B
$11.2M 0.53%
91,495
-470
ABBV icon
56
AbbVie
ABBV
$392B
$10.8M 0.51%
47,122
-560
EW icon
57
Edwards Lifesciences
EW
$51.3B
$10.3M 0.49%
120,800
-24,864
GWW icon
58
W.W. Grainger
GWW
$62.6B
$9.65M 0.46%
9,559
-1,265
AN icon
59
AutoNation
AN
$6.55B
$9.55M 0.45%
46,240
FIGR
60
Figure Technology Solutions
FIGR
$6.52B
$9.01M 0.43%
+220,525
PYPL icon
61
PayPal
PYPL
$38.3B
$8.8M 0.42%
150,675
+3,295
EXPD icon
62
Expeditors International
EXPD
$21.5B
$8.69M 0.41%
58,303
-1,106
PGR icon
63
Progressive
PGR
$119B
$8.45M 0.4%
+37,095
AMGN icon
64
Amgen
AMGN
$189B
$8.36M 0.4%
25,552
-346
AMD icon
65
Advanced Micro Devices
AMD
$848B
$8.34M 0.4%
38,930
-150
CHD icon
66
Church & Dwight Co
CHD
$23.3B
$8.1M 0.38%
96,589
-12,952
CPNG icon
67
Coupang
CPNG
$32.1B
$7.82M 0.37%
331,422
-3,595
DHI icon
68
D.R. Horton
DHI
$44.6B
$7.76M 0.37%
53,911
-5,000
DE icon
69
Deere & Co
DE
$158B
$7.57M 0.36%
16,262
+12
NSC icon
70
Norfolk Southern
NSC
$69.6B
$7.43M 0.35%
25,722
-146
MU icon
71
Micron Technology
MU
$1.18T
$6.78M 0.32%
23,760
-425
JPM icon
72
JPMorgan Chase
JPM
$887B
$6.45M 0.31%
20,018
+5,037
FDX icon
73
FedEx
FDX
$80.2B
$6.13M 0.29%
21,207
-1,655
RSP icon
74
Invesco S&P 500 Equal Weight ETF
RSP
$92.4B
$5.96M 0.28%
31,091
+8,217
MRK icon
75
Merck
MRK
$284B
$5.84M 0.28%
55,454
-2,212