IHL

Investment House LLC Portfolio holdings

AUM $1.98B
1-Year Est. Return 20.44%
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.02M
3
+$3.93M
4
ABNB icon
Airbnb
ABNB
+$3.73M
5
DELL icon
Dell
DELL
+$3.35M

Top Sells

1
+$8.75M
2
+$6.32M
3
+$4.48M
4
INTU icon
Intuit
INTU
+$4.35M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.37M

Sector Composition

1 Technology 36.46%
2 Consumer Discretionary 14.07%
3 Communication Services 12%
4 Healthcare 11.25%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
76
UnitedHealth
UNH
$312B
$4.86M 0.28%
9,275
-100
SOLV icon
77
Solventum
SOLV
$12B
$4.81M 0.27%
63,283
-12,888
MCD icon
78
McDonald's
MCD
$216B
$4.65M 0.26%
14,893
NKE icon
79
Nike
NKE
$95.9B
$4.49M 0.26%
70,663
+10,076
CSCO icon
80
Cisco
CSCO
$287B
$4.48M 0.25%
72,534
+1,007
BAC icon
81
Bank of America
BAC
$389B
$4.08M 0.23%
97,689
-8,225
PEP icon
82
PepsiCo
PEP
$202B
$3.97M 0.23%
26,481
-4,152
FXI icon
83
iShares China Large-Cap ETF
FXI
$6.86B
$3.93M 0.22%
+109,712
MDT icon
84
Medtronic
MDT
$117B
$3.87M 0.22%
43,031
+390
SHV icon
85
iShares Short Treasury Bond ETF
SHV
$20.7B
$3.85M 0.22%
34,812
+801
XYZ
86
Block Inc
XYZ
$45.1B
$3.72M 0.21%
68,518
+875
AMD icon
87
Advanced Micro Devices
AMD
$414B
$3.72M 0.21%
36,180
+4,700
IBM icon
88
IBM
IBM
$290B
$3.61M 0.21%
14,500
-75
RH icon
89
RH
RH
$3.29B
$3.36M 0.19%
14,343
-165
DHR icon
90
Danaher
DHR
$152B
$3.33M 0.19%
16,226
+835
SMG icon
91
ScottsMiracle-Gro
SMG
$3.07B
$3.33M 0.19%
60,595
-595
SHY icon
92
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$3.24M 0.18%
39,147
-18,297
ABT icon
93
Abbott
ABT
$217B
$3.2M 0.18%
24,154
BMY icon
94
Bristol-Myers Squibb
BMY
$92.9B
$3.12M 0.18%
51,185
-724
GRMN icon
95
Garmin
GRMN
$41.4B
$3.09M 0.18%
14,225
DOW icon
96
Dow Inc
DOW
$16.9B
$2.97M 0.17%
85,186
+40,545
SYY icon
97
Sysco
SYY
$35.7B
$2.96M 0.17%
39,510
-501
KVUE icon
98
Kenvue
KVUE
$27.3B
$2.96M 0.17%
123,631
+212
UPS icon
99
United Parcel Service
UPS
$80.6B
$2.78M 0.16%
25,268
-1,640
ASML icon
100
ASML
ASML
$417B
$2.76M 0.16%
4,170
+364
2 3
4
5 6