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
DXC icon
201
DXC Technology
DXC
$2.32B
$262K 0.01%
15,345
USB icon
202
US Bancorp
USB
$72.9B
$254K 0.01%
6,025
-100
BCO icon
203
Brink's
BCO
$4.66B
$252K 0.01%
2,920
MTB icon
204
M&T Bank
MTB
$28.1B
$241K 0.01%
1,350
IRM icon
205
Iron Mountain
IRM
$29.9B
$232K 0.01%
2,700
CVX icon
206
Chevron
CVX
$309B
$231K 0.01%
1,383
HEI icon
207
HEICO Corp
HEI
$43.2B
$227K 0.01%
+850
TMUS icon
208
T-Mobile US
TMUS
$236B
$213K 0.01%
+800
BRC icon
209
Brady Corp
BRC
$3.59B
$212K 0.01%
3,000
HCA icon
210
HCA Healthcare
HCA
$109B
$207K 0.01%
+600
ED icon
211
Consolidated Edison
ED
$35.4B
$202K 0.01%
+1,825
INDP icon
212
Indaptus Therapeutics
INDP
$3.5M
$70.9K ﹤0.01%
4,602
+1,024
LOGC
213
DELISTED
ContextLogic
LOGC
$69.8K ﹤0.01%
10,000
AMLP icon
214
Alerian MLP ETF
AMLP
$10.3B
– –
-15,060
BA icon
215
Boeing
BA
$152B
– –
-14,430
C icon
216
Citigroup
C
$179B
– –
-28,372
EVR icon
217
Evercore
EVR
$11.3B
– –
-850
F icon
218
Ford
F
$52B
– –
-19,100
MS icon
219
Morgan Stanley
MS
$263B
– –
-1,800
ORLY icon
220
O'Reilly Automotive
ORLY
$80.5B
– –
-18,060
PAG icon
221
Penske Automotive Group
PAG
$10.6B
– –
-1,325
PFF icon
222
iShares Preferred and Income Securities ETF
PFF
$14.5B
– –
-7,448
PVH icon
223
PVH
PVH
$3.77B
– –
-18,950
STLA icon
224
Stellantis
STLA
$29.3B
– –
-28,025
VOO icon
225
Vanguard S&P 500 ETF
VOO
$775B
– –
-1,944
5 6 7 8
9