IHL

Investment House LLC Portfolio holdings

AUM $2.1B
1-Year Est. Return 25.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.71%
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
+$8.01M
2
+$7.3M
3
+$5.46M
4
TTD icon
Trade Desk
TTD
+$4.3M
5
NBIS
Nebius Group N.V.
NBIS
+$3.91M

Top Sells

1
+$6.31M
2
+$6M
3
+$5.03M
4
HPQ icon
HP
HPQ
+$4.89M
5
CRL icon
Charles River Laboratories
CRL
+$4.56M

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
26
$20.9M 1.06%
130,593
-1,075
27
$19.9M 1.01%
213,057
+30,863
28
$19.8M 1%
64,119
-431
29
$18.3M 0.92%
67,804
+465
30
$17.8M 0.9%
80,141
-13,283
31
$17.6M 0.89%
50,362
+3,462
32
$17.1M 0.86%
48,100
+369
33
$16.3M 0.82%
31,915
-10
34
$15.9M 0.81%
40,242
+196
35
$15.6M 0.79%
28,625
36
$14.6M 0.74%
95,505
+23,261
37
$14.5M 0.73%
66,306
+169
38
$14.2M 0.72%
91,026
+865
39
$13.5M 0.68%
13,002
-72
40
$13.2M 0.67%
238,759
+113,554
41
$12.8M 0.65%
55,845
-347
42
$12.7M 0.64%
279,685
+44,745
43
$12.4M 0.63%
158,539
-1,315
44
$12M 0.61%
94,948
+9,292
45
$11.9M 0.6%
43,513
+10,108
46
$11.8M 0.6%
70,234
+23,827
47
$11.6M 0.58%
20,555
-258
48
$11.5M 0.58%
150,785
-1,700
49
$11.4M 0.58%
117,003
-450
50
$11.2M 0.57%
34,252
-553
1
2
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