IHL

Investment House LLC Portfolio holdings

AUM $2.11B
1-Year Est. Return 25.51%
This Quarter Est. Return
1 Year Est. Return
+25.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.27M
3
+$7.14M
4
ALGN icon
Align Technology
ALGN
+$6.39M
5
CPNG icon
Coupang
CPNG
+$4.66M

Top Sells

1
+$9.59M
2
+$7.26M
3
+$6.48M
4
ZTS icon
Zoetis
ZTS
+$6.03M
5
AMZN icon
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
COIN icon
126
Coinbase
COIN
$68.7B
$1.59M 0.08%
4,716
+2,584
NEE icon
127
NextEra Energy
NEE
$169B
$1.57M 0.07%
20,750
-600
TSLA icon
128
Tesla
TSLA
$1.57T
$1.56M 0.07%
3,513
+735
SNPS icon
129
Synopsys
SNPS
$87.3B
$1.51M 0.07%
3,060
-3,087
MRVL icon
130
Marvell Technology
MRVL
$71.5B
$1.5M 0.07%
17,790
-275
PWR icon
131
Quanta Services
PWR
$65.3B
$1.47M 0.07%
3,546
-5,031
PG icon
132
Procter & Gamble
PG
$339B
$1.39M 0.07%
9,025
-393
TJX icon
133
TJX Companies
TJX
$174B
$1.21M 0.06%
8,392
-527
KO icon
134
Coca-Cola
KO
$305B
$1.19M 0.06%
18,016
-2,482
GS icon
135
Goldman Sachs
GS
$268B
$1.13M 0.05%
1,416
-17
EBAY icon
136
eBay
EBAY
$37.3B
$1.06M 0.05%
11,675
MMM icon
137
3M
MMM
$88.4B
$1.05M 0.05%
6,768
ULTA icon
138
Ulta Beauty
ULTA
$26.4B
$1.04M 0.05%
1,895
+145
A icon
139
Agilent Technologies
A
$39.6B
$1.02M 0.05%
7,945
-300
TT icon
140
Trane Technologies
TT
$88B
$1.01M 0.05%
2,400
IDXX icon
141
Idexx Laboratories
IDXX
$55.7B
$990K 0.05%
1,550
ELV icon
142
Elevance Health
ELV
$79.3B
$969K 0.05%
+3,000
XLU icon
143
State Street Utilities Select Sector SPDR ETF
XLU
$22.1B
$951K 0.05%
10,900
RTX icon
144
RTX Corp
RTX
$241B
$898K 0.04%
5,365
+1,325
EWZ icon
145
iShares MSCI Brazil ETF
EWZ
$6.34B
$862K 0.04%
27,821
+184
LEN icon
146
Lennar Class A
LEN
$29.6B
$861K 0.04%
6,829
TMO icon
147
Thermo Fisher Scientific
TMO
$215B
$848K 0.04%
1,748
-2,696
OIH icon
148
VanEck Oil Services ETF
OIH
$1.36B
$844K 0.04%
+3,247
SHOP icon
149
Shopify
SHOP
$212B
$840K 0.04%
5,650
-10
WEC icon
150
WEC Energy
WEC
$34.2B
$837K 0.04%
7,300
4 5
6
7 8