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
ADI icon
151
Analog Devices
ADI
$137B
$828K 0.04%
3,368
-27
CL icon
152
Colgate-Palmolive
CL
$63.1B
$824K 0.04%
10,310
+1,370
GFF icon
153
Griffon
GFF
$3.56B
$800K 0.04%
10,508
-37,993
IBIT icon
154
iShares Bitcoin Trust
IBIT
$66.6B
$800K 0.04%
+12,309
LQD icon
155
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.7B
$799K 0.04%
7,165
-400
BIDU icon
156
Baidu
BIDU
$40.9B
$791K 0.04%
+6,000
TLT icon
157
iShares 20+ Year Treasury Bond ETF
TLT
$48.2B
$789K 0.04%
8,832
-43,838
DCI icon
158
Donaldson
DCI
$10.6B
$769K 0.04%
9,400
AMLP icon
159
Alerian MLP ETF
AMLP
$10.7B
$735K 0.03%
+15,653
CRM icon
160
Salesforce
CRM
$239B
$723K 0.03%
3,050
-40,463
IHF icon
161
iShares US Healthcare Providers ETF
IHF
$777M
$722K 0.03%
+14,620
SBUX icon
162
Starbucks
SBUX
$97.1B
$710K 0.03%
8,390
-2,620
CVS icon
163
CVS Health
CVS
$101B
$657K 0.03%
8,715
XHB icon
164
State Street SPDR S&P Homebuilders ETF
XHB
$1.73B
$648K 0.03%
+5,851
NOW icon
165
ServiceNow
NOW
$159B
$619K 0.03%
673
-124
BMY icon
166
Bristol-Myers Squibb
BMY
$111B
$619K 0.03%
13,722
-18,277
DIS icon
167
Walt Disney
DIS
$197B
$615K 0.03%
5,370
-27,522
LPX icon
168
Louisiana-Pacific
LPX
$6.04B
$609K 0.03%
6,859
+100
PBE icon
169
Invesco Biotechnology & Genome ETF
PBE
$255M
$599K 0.03%
8,580
+1,100
AEP icon
170
American Electric Power
AEP
$61B
$598K 0.03%
5,316
-641
PLTR icon
171
Palantir
PLTR
$437B
$595K 0.03%
3,259
MOH icon
172
Molina Healthcare
MOH
$8.66B
$574K 0.03%
+3,000
GPN icon
173
Global Payments
GPN
$19.4B
$568K 0.03%
+6,835
EIX icon
174
Edison International
EIX
$22.7B
$557K 0.03%
10,078
NFLX icon
175
Netflix
NFLX
$398B
$552K 0.03%
4,600
+200
5 6
7
8 9