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
QXO
126
QXO Inc
QXO
$12B
$1.64M 0.09%
120,839
+76,449
AVGO icon
127
Broadcom
AVGO
$1.78T
$1.59M 0.09%
9,470
-460
AGG icon
128
iShares Core US Aggregate Bond ETF
AGG
$132B
$1.57M 0.09%
+15,898
PG icon
129
Procter & Gamble
PG
$350B
$1.55M 0.09%
9,103
-225
NEE icon
130
NextEra Energy
NEE
$170B
$1.51M 0.09%
21,350
LAD icon
131
Lithia Motors
LAD
$7.63B
$1.36M 0.08%
+4,641
KO icon
132
Coca-Cola
KO
$297B
$1.36M 0.08%
18,985
-3,800
TSLA icon
133
Tesla
TSLA
$1.46T
$1.26M 0.07%
4,875
-730
RDDT icon
134
Reddit
RDDT
$36.4B
$1.24M 0.07%
+11,867
TTD icon
135
Trade Desk
TTD
$23.9B
$1.24M 0.07%
+22,663
HOOD icon
136
Robinhood
HOOD
$123B
$1.23M 0.07%
+29,657
CPNG icon
137
Coupang
CPNG
$58.2B
$1.14M 0.06%
51,850
SBUX icon
138
Starbucks
SBUX
$94.5B
$1.13M 0.06%
11,510
MRVL icon
139
Marvell Technology
MRVL
$76.4B
$1.1M 0.06%
17,865
TJX icon
140
TJX Companies
TJX
$158B
$1.09M 0.06%
8,919
+1,131
MMM icon
141
3M
MMM
$88.4B
$1.05M 0.06%
7,168
-200
SLB icon
142
SLB Ltd
SLB
$54.3B
$1.04M 0.06%
+24,845
A icon
143
Agilent Technologies
A
$40.6B
$991K 0.06%
8,470
AAP icon
144
Advance Auto Parts
AAP
$3.31B
$860K 0.05%
21,935
-13,845
XLU icon
145
Utilities Select Sector SPDR Fund
XLU
$22B
$844K 0.05%
10,700
CL icon
146
Colgate-Palmolive
CL
$61.8B
$838K 0.05%
8,940
LQD icon
147
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.1B
$822K 0.05%
7,565
-400
TT icon
148
Trane Technologies
TT
$99.3B
$809K 0.05%
2,400
LEN icon
149
Lennar Class A
LEN
$31.7B
$805K 0.05%
7,012
-180
WEC icon
150
WEC Energy
WEC
$36.6B
$796K 0.05%
7,300
4 5
6
7 8