IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
1-Year Return
20.44%
This Quarter Return
+14.37%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$1.98B
AUM Growth
+$221M
(+13%)
Cap. Flow
+$33.4M
Cap. Flow
% of AUM
1.69%
Top 10 Holdings %
Top 10 Hldgs %
38.1%
Holding
235
New
22
Increased
60
Reduced
101
Closed
19
Top Buys
| 1 |
Dell
DELL
|
+$8.75M |
| 2 |
Reddit
RDDT
|
+$7.25M |
| 3 |
UnitedHealth
UNH
|
+$6.54M |
| 4 |
NBIS
Nebius Group N.V. Class A Ordinary Shares
NBIS
|
+$6.28M |
| 5 |
Trade Desk
TTD
|
+$4.85M |
Top Sells
| 1 |
Global Payments
GPN
|
+$6.31M |
| 2 |
Merck
MRK
|
+$5.97M |
| 3 |
Microsoft
MSFT
|
+$5.76M |
| 4 |
Charles River Laboratories
CRL
|
+$5.18M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
iShares MSCI Japan ETF
EWJ
$15.7B
| – | – |
-8,694
| Closed | -$596K |
|
227
Shift4
FOUR
$6B
| – | – |
-22,690
| Closed | -$1.85M |
|
228
First Solar
FSLR
$21.6B
| – | – |
-15,469
| Closed | -$1.96M |
|
229
Robinhood
HOOD
$102B
| – | – |
-29,657
| Closed | -$1.23M |
|
230
Interactive Brokers
IBKR
$28.4B
| – | – |
-8,000
| Closed | -$331K |
|
231
Schlumberger
SLB
$53.1B
| – | – |
-24,845
| Closed | -$1.04M |
|
232
Constellation Brands
STZ
$24.6B
| – | – |
-1,700
| Closed | -$312K |
|
233
T-Mobile US
TMUS
$272B
| – | – |
-800
| Closed | -$213K |
|
234
Whirlpool
WHR
$5.15B
| – | – |
-3,575
| Closed | -$322K |
|
|
LOGC
235
DELISTED
ContextLogic
LOGC
| – | – |
-10,000
| Closed | -$69.8K |
|