IHL
Investment House LLC Portfolio holdings
AUM
$2.1B
1-Year Est. Return
25.71%
This Fund
S&P 500
1 Year Est. Return
+25.71%
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 | |
|---|---|---|---|---|---|---|
101
Broadcom
AVGO
$1.54T
| $3.19M | 0.15% |
9,215
-122
|
|
||
102
Duolingo
DUOL
$4.79B
| $3.17M | 0.15% |
18,038
+12,894
|
|
||
103
PepsiCo
PEP
$216B
| $3.15M | 0.15% |
21,939
-520
|
|
||
|
XYZ
104
Block Inc
XYZ
$35.9B
| $3.12M | 0.15% |
47,893
-3,425
|
|
||
105
Zoetis
ZTS
$49.9B
| $3.06M | 0.15% |
24,334
-25,512
|
|
||
106
Abbott
ABT
$191B
| $3.01M | 0.14% |
24,044
-44
|
|
||
107
ScottsMiracle-Gro
SMG
$3.61B
| $3M | 0.14% |
51,490
-4,700
|
|
||
108
Garmin
GRMN
$45.2B
| $2.89M | 0.14% |
14,225
|
|
||
109
Compass
COMP
$6.1B
| $2.75M | 0.13% |
260,450
+200,450
|
|
||
110
Sysco
SYY
$40.5B
| $2.72M | 0.13% |
36,940
-1,000
|
|
||
111
Walt Disney
DIS
$175B
| $2.57M | 0.12% |
22,570
+17,200
|
|
||
112
Alpha Metallurgical Resources
AMR
$2.4B
| $2.47M | 0.12% |
12,376
+35
|
|
||
113
Ferrari
RACE
$59.2B
| $2.44M | 0.12% |
6,608
+2,995
|
|
||
114
Yum! Brands
YUM
$44.7B
| $2.37M | 0.11% |
15,680
-380
|
|
||
115
Warrior Met Coal
HCC
$4.45B
| $2.2M | 0.1% |
+24,993
|
|
||
116
Gilead Sciences
GILD
$180B
| $2.09M | 0.1% |
17,047
|
|
||
117
Netflix
NFLX
$402B
| $1.95M | 0.09% |
20,790
+16,190
|
|
||
118
Blackrock
BLK
$147B
| $1.91M | 0.09% |
1,780
|
|
||
119
Aecom
ACM
$11.5B
| $1.83M | 0.09% |
19,221
|
|
||
120
Alignment Healthcare
ALHC
$3.58B
| $1.67M | 0.08% |
+84,326
|
|
||
121
SPDR Gold Trust
GLD
$173B
| $1.64M | 0.08% |
+4,150
|
|
||
122
NextEra Energy
NEE
$193B
| $1.63M | 0.08% |
20,350
-400
|
|
||
123
Tesla
TSLA
$1.48T
| $1.58M | 0.08% |
3,523
+10
|
|
||
124
Fiverr
FVRR
$386M
| $1.52M | 0.07% |
76,675
-215,605
|
|
||
125
Quanta Services
PWR
$85.9B
| $1.5M | 0.07% |
3,557
+11
|
|