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
$1.98B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$8.75M
2 +$7.25M
3 +$6.54M
4
NBIS
Nebius Group N.V.
NBIS
+$6.28M
5
TTD icon
Trade Desk
TTD
+$4.85M

Top Sells

1 +$6.31M
2 +$5.97M
3 +$5.76M
4
CRL icon
Charles River Laboratories
CRL
+$5.18M
5
HPQ icon
HP
HPQ
+$4.69M

Sector Composition

1 Technology 37.06%
2 Consumer Discretionary 14.76%
3 Communication Services 14.35%
4 Healthcare 9.37%
5 Financials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EWJ icon
226
iShares MSCI Japan ETF
EWJ
$16.2B
-8,694
FOUR icon
227
Shift4
FOUR
$4.55B
-22,690
FSLR icon
228
First Solar
FSLR
$25.1B
-15,469
HOOD icon
229
Robinhood
HOOD
$123B
-29,657
IBKR icon
230
Interactive Brokers
IBKR
$30.5B
-8,000
SLB icon
231
SLB Ltd
SLB
$54.3B
-24,845
STZ icon
232
Constellation Brands
STZ
$22.6B
-1,700
TMUS icon
233
T-Mobile US
TMUS
$236B
-800
WHR icon
234
Whirlpool
WHR
$4.03B
-3,575
LOGC
235
DELISTED
ContextLogic
LOGC
-10,000