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
+$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
TTWO icon
176
Take-Two Interactive
TTWO
$36.2B
$546K 0.03%
2,115
+11
EDU icon
177
New Oriental
EDU
$9.98B
$531K 0.03%
+10,000
ETH
178
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.52B
$524K 0.02%
+13,374
SHW icon
179
Sherwin-Williams
SHW
$89.7B
$519K 0.02%
1,500
VZ icon
180
Verizon
VZ
$195B
$517K 0.02%
11,766
-16
PANW icon
181
Palo Alto Networks
PANW
$111B
$513K 0.02%
2,520
-1,130
VPU icon
182
Vanguard Utilities ETF
VPU
$8B
$511K 0.02%
2,700
PFE icon
183
Pfizer
PFE
$155B
$511K 0.02%
20,048
-1,143
KVUE icon
184
Kenvue
KVUE
$34.7B
$488K 0.02%
30,084
-93,597
COMP icon
185
Compass
COMP
$8.89B
$482K 0.02%
+60,000
DGX icon
186
Quest Diagnostics
DGX
$21.2B
$472K 0.02%
2,475
BA icon
187
Boeing
BA
$191B
$459K 0.02%
+2,125
EA icon
188
Electronic Arts
EA
$50.1B
$451K 0.02%
2,235
ITW icon
189
Illinois Tool Works
ITW
$85.2B
$437K 0.02%
1,675
SO icon
190
Southern Company
SO
$99.2B
$423K 0.02%
4,458
EMR icon
191
Emerson Electric
EMR
$88.4B
$374K 0.02%
+2,850
REGN icon
192
Regeneron Pharmaceuticals
REGN
$83B
$369K 0.02%
657
MCK icon
193
McKesson
MCK
$116B
$363K 0.02%
470
-10
DHR icon
194
Danaher
DHR
$153B
$316K 0.02%
1,596
-4,939
HON icon
195
Honeywell
HON
$151B
$300K 0.01%
1,425
USB icon
196
US Bancorp
USB
$94.4B
$291K 0.01%
6,025
EVR icon
197
Evercore
EVR
$13.8B
$287K 0.01%
850
IRM icon
198
Iron Mountain
IRM
$28.3B
$275K 0.01%
2,700
CRWV
199
CoreWeave Inc
CRWV
$46.9B
$274K 0.01%
+2,000
MS icon
200
Morgan Stanley
MS
$285B
$270K 0.01%
1,700
6 7
8
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