IHL

Investment House LLC Portfolio holdings

AUM $2.11B
1-Year Est. Return 25.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.51%
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
HOOD icon
226
Robinhood
HOOD
$91.5B
-29,657
IBKR icon
227
Interactive Brokers
IBKR
$33.5B
-8,000
INDP icon
228
Indaptus Therapeutics
INDP
$4.98M
-4,602
MCO icon
229
Moody's
MCO
$91.7B
-4,699
SLB icon
230
SLB Ltd
SLB
$71.5B
-24,845
STZ icon
231
Constellation Brands
STZ
$26.9B
-1,700
TMUS icon
232
T-Mobile US
TMUS
$218B
-800
WHR icon
233
Whirlpool
WHR
$4.33B
-3,575
LOGC
234
DELISTED
ContextLogic
LOGC
-10,000
FWONK icon
235
Liberty Media Series C
FWONK
$21.7B
-22,634