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
YUM icon
101
Yum! Brands
YUM
$38.6B
$2.71M 0.15%
17,243
RACE icon
102
Ferrari
RACE
$70.3B
$2.67M 0.15%
+6,244
NBIS
103
Nebius Group N.V.
NBIS
$31.2B
$2.64M 0.15%
125,205
+93,266
CMG icon
104
Chipotle Mexican Grill
CMG
$43.6B
$2.62M 0.15%
52,250
+400
TMO icon
105
Thermo Fisher Scientific
TMO
$210B
$2.62M 0.15%
5,272
+417
RL icon
106
Ralph Lauren
RL
$19.6B
$2.6M 0.15%
11,770
+75
SNPS icon
107
Synopsys
SNPS
$82.3B
$2.53M 0.14%
5,892
+903
GLW icon
108
Corning
GLW
$72.9B
$2.47M 0.14%
53,991
+300
RSP icon
109
Invesco S&P 500 Equal Weight ETF
RSP
$73.8B
$2.28M 0.13%
13,180
-19,479
TLT icon
110
iShares 20+ Year Treasury Bond ETF
TLT
$48.7B
$2.27M 0.13%
24,939
+8,427
MU icon
111
Micron Technology
MU
$251B
$2.22M 0.13%
25,515
-13,555
MCO icon
112
Moody's
MCO
$85.4B
$2.19M 0.12%
+4,699
GILD icon
113
Gilead Sciences
GILD
$147B
$2.17M 0.12%
19,327
+2,280
EWBC icon
114
East-West Bancorp
EWBC
$13.9B
$2.13M 0.12%
23,713
+21,463
FWONK icon
115
Liberty Media Series C
FWONK
$24.6B
$2.04M 0.12%
+22,634
FSLR icon
116
First Solar
FSLR
$25.1B
$1.96M 0.11%
+15,469
AZEK
117
DELISTED
The AZEK Co
AZEK
$1.92M 0.11%
39,255
CAT icon
118
Caterpillar
CAT
$273B
$1.88M 0.11%
5,708
-25
FOUR icon
119
Shift4
FOUR
$4.55B
$1.85M 0.11%
+22,690
TOL icon
120
Toll Brothers
TOL
$12.9B
$1.83M 0.1%
17,316
BAH icon
121
Booz Allen Hamilton
BAH
$10B
$1.81M 0.1%
+17,285
ACM icon
122
Aecom
ACM
$17.7B
$1.79M 0.1%
19,296
T icon
123
AT&T
T
$175B
$1.71M 0.1%
60,444
-2,590
BLK icon
124
Blackrock
BLK
$170B
$1.7M 0.1%
1,795
JPM icon
125
JPMorgan Chase
JPM
$842B
$1.64M 0.09%
6,692
+500
3 4
5
6 7