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IHL

Investment House LLC Portfolio holdings

AUM $1.92B
1-Year Est. Return 23.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.92B
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.36M
3
+$7.28M
4
BLDR icon
Builders FirstSource
BLDR
+$6.6M
5
WBD icon
Warner Bros
WBD
+$6.31M

Top Sells

1
+$11.7M
2
+$11.5M
3
+$4.7M
4
NVDA icon
NVIDIA
NVDA
+$4.38M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.24M

Sector Composition

1 Technology 31.27%
2 Communication Services 15.77%
3 Consumer Discretionary 13.35%
4 Healthcare 10.99%
5 Financials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LULU icon
126
lululemon athletica
LULU
$13.4B
$1.64M 0.09%
+10,727
GFF icon
127
Griffon
GFF
$4.36B
$1.64M 0.09%
+22,504
ACM icon
128
Aecom
ACM
$8.94B
$1.63M 0.08%
19,221
JD icon
129
JD.com
JD
$38.2B
$1.62M 0.08%
+54,881
SPGI icon
130
S&P Global
SPGI
$128B
$1.59M 0.08%
+3,735
MRVL icon
131
Marvell Technology
MRVL
$263B
$1.43M 0.07%
14,415
-2,025
T icon
132
AT&T
T
$162B
$1.36M 0.07%
46,750
+400
PG icon
133
Procter & Gamble
PG
$355B
$1.32M 0.07%
9,109
+220
TSLA icon
134
Tesla
TSLA
$1.53T
$1.31M 0.07%
3,531
+8
KO icon
135
Coca-Cola
KO
$347B
$1.29M 0.07%
16,969
-297
TJX icon
136
TJX Companies
TJX
$185B
$1.21M 0.06%
7,567
GS icon
137
Goldman Sachs
GS
$323B
$1.13M 0.06%
1,336
-25
EBAY icon
138
eBay
EBAY
$49.1B
$1.06M 0.06%
11,675
RTX icon
139
RTX Corp
RTX
$248B
$1.03M 0.05%
5,365
ADI icon
140
Analog Devices
ADI
$209B
$1.01M 0.05%
3,181
-87
TT icon
141
Trane Technologies
TT
$107B
$1M 0.05%
2,400
ULTA icon
142
Ulta Beauty
ULTA
$20.4B
$991K 0.05%
1,895
GDXJ icon
143
VanEck Junior Gold Miners ETF
GDXJ
$8.28B
$972K 0.05%
+8,097
KLAR
144
Klarna Group
KLAR
$6.62B
$969K 0.05%
+74,025
XLU icon
145
State Street Utilities Select Sector SPDR ETF
XLU
$23B
$945K 0.05%
20,600
MMM icon
146
3M
MMM
$84.5B
$908K 0.05%
6,252
-470
A icon
147
Agilent Technologies
A
$36.5B
$906K 0.05%
7,945
GLD icon
148
SPDR Gold Trust
GLD
$141B
$898K 0.05%
2,088
-2,062
BMY icon
149
Bristol-Myers Squibb
BMY
$114B
$849K 0.04%
13,997
+125
IDXX icon
150
Idexx Laboratories
IDXX
$45B
$848K 0.04%
1,510
4 5
6
7 8