IHL

Investment House LLC Portfolio holdings

AUM $2.11B
1-Year Est. Return 25.51%
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
$109B
-29,657
GPN icon
227
Global Payments
GPN
$17.9B
-64,463
FSLR icon
228
First Solar
FSLR
$27.5B
-15,469
FOUR icon
229
Shift4
FOUR
$4.97B
-22,690
EWJ icon
230
iShares MSCI Japan ETF
EWJ
$16.1B
-8,694
ED icon
231
Consolidated Edison
ED
$36.4B
-1,825
CVX icon
232
Chevron
CVX
$311B
-1,383
BCO icon
233
Brink's
BCO
$4.73B
-2,920
BAH icon
234
Booz Allen Hamilton
BAH
$10.2B
-17,285
AAP icon
235
Advance Auto Parts
AAP
$3.01B
-21,935