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
EBAY icon
151
eBay
EBAY
$38.3B
$791K 0.05%
11,675
EWZ icon
152
iShares MSCI Brazil ETF
EWZ
$5.73B
$739K 0.04%
+28,588
LPX icon
153
Louisiana-Pacific
LPX
$6.14B
$714K 0.04%
7,759
+150
GS icon
154
Goldman Sachs
GS
$244B
$711K 0.04%
1,302
+157
ADI icon
155
Analog Devices
ADI
$115B
$706K 0.04%
3,500
-2,563
AEP icon
156
American Electric Power
AEP
$65.2B
$689K 0.04%
6,307
+1,141
NOW icon
157
ServiceNow
NOW
$195B
$654K 0.04%
822
PANW icon
158
Palo Alto Networks
PANW
$148B
$654K 0.04%
3,830
+80
IDXX icon
159
Idexx Laboratories
IDXX
$50.3B
$651K 0.04%
1,550
ULTA icon
160
Ulta Beauty
ULTA
$22.9B
$641K 0.04%
1,750
-180
EIX icon
161
Edison International
EIX
$21.4B
$632K 0.04%
10,723
-100
DCI icon
162
Donaldson
DCI
$9.69B
$630K 0.04%
9,400
GFF icon
163
Griffon
GFF
$3.48B
$621K 0.04%
+8,680
TTWO icon
164
Take-Two Interactive
TTWO
$46.6B
$598K 0.03%
2,887
+787
EWJ icon
165
iShares MSCI Japan ETF
EWJ
$16.2B
$596K 0.03%
+8,694
COIN icon
166
Coinbase
COIN
$84.4B
$582K 0.03%
+3,379
VZ icon
167
Verizon
VZ
$164B
$561K 0.03%
12,367
-118
CVS icon
168
CVS Health
CVS
$97.4B
$557K 0.03%
8,215
-5,525
RTX icon
169
RTX Corp
RTX
$238B
$535K 0.03%
4,040
+300
SHOP icon
170
Shopify
SHOP
$226B
$535K 0.03%
5,600
SHW icon
171
Sherwin-Williams
SHW
$86.2B
$524K 0.03%
1,500
MDLZ icon
172
Mondelez International
MDLZ
$74.5B
$516K 0.03%
7,604
-44,431
DIS icon
173
Walt Disney
DIS
$201B
$513K 0.03%
5,200
PFE icon
174
Pfizer
PFE
$138B
$512K 0.03%
20,198
+500
PBE icon
175
Invesco Biotechnology & Genome ETF
PBE
$232M
$506K 0.03%
7,980
5 6
7
8 9