IHL
Investment House LLC Portfolio holdings
AUM
$2.11B
1-Year Est. Return
25.51%
1 Year Est. Return
+25.51%
AUM
$2.11B
AUM Growth
+$131M
(+6.6%)
Holding
242
Top Buys
| 1 | +$13.5M | |
| 2 | +$9.27M | |
| 3 | +$7.14M | |
| 4 |
Align Technology
ALGN
|
+$6.39M |
| 5 |
Coupang
CPNG
|
+$4.66M |
Top Sells
| 1 | +$9.59M | |
| 2 | +$7.26M | |
| 3 | +$6.48M | |
| 4 |
Zoetis
ZTS
|
+$6.03M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Brookfield
BN
$102B
| $3.3M | 0.16% |
72,099
+2,007
|
|
||
102
Abbott
ABT
$223B
| $3.23M | 0.15% |
24,088
|
|
||
103
ScottsMiracle-Gro
SMG
$3.39B
| $3.2M | 0.15% |
56,190
-375
|
|
||
104
PepsiCo
PEP
$207B
| $3.15M | 0.15% |
22,459
-730
|
|
||
105
Sysco
SYY
$36.1B
| $3.12M | 0.15% |
37,940
-200
|
|
||
106
Broadcom
AVGO
$1.6T
| $3.08M | 0.15% |
9,337
-100
|
|
||
107
Factset
FDS
$10.9B
| $2.95M | 0.14% |
+10,301
|
|
||
108
ASML
ASML
$422B
| $2.89M | 0.14% |
2,989
-1,200
|
|
||
109
Caterpillar
CAT
$276B
| $2.77M | 0.13% |
5,808
|
|
||
110
Aecom
ACM
$12.9B
| $2.51M | 0.12% |
19,221
|
|
||
111
Yum! Brands
YUM
$42.7B
| $2.44M | 0.12% |
16,060
-550
|
|
||
112
iShares Core US Aggregate Bond ETF
AGG
$134B
| $2.4M | 0.11% |
23,968
+16,053
|
|
||
113
Pinduoduo
PDD
$157B
| $2.37M | 0.11% |
+17,913
|
|
||
114
Toll Brothers
TOL
$13.3B
| $2.3M | 0.11% |
16,656
-6,600
|
|
||
115
Blackrock
BLK
$168B
| $2.08M | 0.1% |
1,780
|
|
||
116
Alpha Metallurgical Resources
AMR
$2.46B
| $2.03M | 0.1% |
12,341
+6,531
|
|
||
117
Gilead Sciences
GILD
$149B
| $1.89M | 0.09% |
17,047
|
|
||
118
HP
HPQ
$22.5B
| $1.88M | 0.09% |
69,166
-22,800
|
|
||
119
Chipotle Mexican Grill
CMG
$47.5B
| $1.82M | 0.09% |
46,500
-5,800
|
|
||
120
Centene
CNC
$19.9B
| $1.8M | 0.09% |
+50,400
|
|
||
121
Ferrari
RACE
$65.4B
| $1.75M | 0.08% |
3,613
+3,165
|
|
||
122
AT&T
T
$172B
| $1.71M | 0.08% |
60,444
-1,000
|
|
||
123
Duolingo
DUOL
$8.6B
| $1.66M | 0.08% |
+5,144
|
|
||
124
RH
RH
$3.07B
| $1.61M | 0.08% |
7,919
+1,228
|
|
||
125
Alibaba
BABA
$358B
| $1.61M | 0.08% |
9,000
-21,700
|
|