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
VRTX icon
176
Vertex Pharmaceuticals
VRTX
$108B
$506K 0.03%
1,044
+99
WING icon
177
Wingstop
WING
$6.02B
$505K 0.03%
2,240
+910
TSM icon
178
TSMC
TSM
$1.57T
$502K 0.03%
3,026
+50
FXY icon
179
Invesco CurrencyShares Japanese Yen Trust
FXY
$534M
$470K 0.03%
7,648
+128
VPU icon
180
Vanguard Utilities ETF
VPU
$7.86B
$461K 0.03%
2,700
-300
BIIB icon
181
Biogen
BIIB
$21.9B
$440K 0.03%
3,219
-50
REGN icon
182
Regeneron Pharmaceuticals
REGN
$68.7B
$437K 0.02%
689
DGX icon
183
Quest Diagnostics
DGX
$19.6B
$419K 0.02%
2,475
ITW icon
184
Illinois Tool Works
ITW
$70.7B
$415K 0.02%
1,675
+75
NFLX icon
185
Netflix
NFLX
$461B
$410K 0.02%
440
SO icon
186
Southern Company
SO
$105B
$410K 0.02%
4,458
FSK icon
187
FS KKR Capital
FSK
$4.22B
$375K 0.02%
17,911
+268
PLTR icon
188
Palantir
PLTR
$462B
$359K 0.02%
4,259
CLX icon
189
Clorox
CLX
$13.7B
$355K 0.02%
2,410
-400
EA icon
190
Electronic Arts
EA
$49.8B
$352K 0.02%
2,435
XBI icon
191
SPDR S&P Biotech ETF
XBI
$6.48B
$337K 0.02%
+4,150
IBKR icon
192
Interactive Brokers
IBKR
$30.5B
$331K 0.02%
+8,000
MCK icon
193
McKesson
MCK
$103B
$323K 0.02%
+480
WHR icon
194
Whirlpool
WHR
$4.03B
$322K 0.02%
3,575
-1,775
STZ icon
195
Constellation Brands
STZ
$22.6B
$312K 0.02%
1,700
-2,888
TGT icon
196
Target
TGT
$42.2B
$303K 0.02%
2,900
+50
HON icon
197
Honeywell
HON
$127B
$302K 0.02%
1,425
-75
COP icon
198
ConocoPhillips
COP
$110B
$281K 0.02%
2,675
BABA icon
199
Alibaba
BABA
$415B
$264K 0.02%
+2,000
RPM icon
200
RPM International
RPM
$13.9B
$263K 0.02%
2,275
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