IHL

Investment House LLC Portfolio holdings

AUM $2.1B
1-Year Est. Return 25.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.71%
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
+$11.8M
2
+$10.1M
3
+$7.99M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.15M
5
CPNG icon
Coupang
CPNG
+$4.38M

Top Sells

1
+$10.2M
2
+$6.48M
3
+$6.44M
4
ZTS icon
Zoetis
ZTS
+$6.22M
5
AMZN icon
Amazon
AMZN
+$5.39M

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
$45.8B
$1.59M 0.08%
4,716
+2,584
NEE icon
127
NextEra Energy
NEE
$190B
$1.57M 0.07%
20,750
-600
TSLA icon
128
Tesla
TSLA
$1.4T
$1.56M 0.07%
3,513
+735
SNPS icon
129
Synopsys
SNPS
$77B
$1.51M 0.07%
3,060
-3,087
MRVL icon
130
Marvell Technology
MRVL
$85.4B
$1.5M 0.07%
17,790
-275
PWR icon
131
Quanta Services
PWR
$81.6B
$1.47M 0.07%
3,546
-5,031
PG icon
132
Procter & Gamble
PG
$331B
$1.39M 0.07%
9,025
-393
TJX icon
133
TJX Companies
TJX
$175B
$1.21M 0.06%
8,392
-527
KO icon
134
Coca-Cola
KO
$321B
$1.19M 0.06%
18,016
-2,482
GS icon
135
Goldman Sachs
GS
$243B
$1.13M 0.05%
1,416
-17
EBAY icon
136
eBay
EBAY
$40.1B
$1.06M 0.05%
11,675
MMM icon
137
3M
MMM
$75.2B
$1.05M 0.05%
6,768
ULTA icon
138
Ulta Beauty
ULTA
$23.1B
$1.04M 0.05%
1,895
+145
A icon
139
Agilent Technologies
A
$32.1B
$1.02M 0.05%
7,945
-300
TT icon
140
Trane Technologies
TT
$90.1B
$1.01M 0.05%
2,400
IDXX icon
141
Idexx Laboratories
IDXX
$45.6B
$990K 0.05%
1,550
ELV icon
142
Elevance Health
ELV
$64.9B
$969K 0.05%
+3,000
XLU icon
143
State Street Utilities Select Sector SPDR ETF
XLU
$24.3B
$951K 0.05%
21,800
RTX icon
144
RTX Corp
RTX
$260B
$898K 0.04%
5,365
+1,325
EWZ icon
145
iShares MSCI Brazil ETF
EWZ
$9.37B
$862K 0.04%
27,821
+184
LEN icon
146
Lennar Class A
LEN
$22.6B
$861K 0.04%
6,829
TMO icon
147
Thermo Fisher Scientific
TMO
$182B
$848K 0.04%
1,748
-2,696
OIH icon
148
VanEck Oil Services ETF
OIH
$2.5B
$844K 0.04%
+3,247
SHOP icon
149
Shopify
SHOP
$151B
$840K 0.04%
5,650
-10
WEC icon
150
WEC Energy
WEC
$37.1B
$837K 0.04%
7,300
4 5
6
7 8