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
51
$11.1M 0.56%
115,238
-24,934
52
$10.9M 0.55%
146,380
-1,993
53
$10.4M 0.53%
248,603
-727
54
$10M 0.51%
75,640
+24,540
55
$9.9M 0.5%
81,817
-387
56
$9.65M 0.49%
34,567
-903
57
$9.43M 0.48%
30,236
+20,961
58
$9.19M 0.46%
46,240
-1,605
59
$9.03M 0.46%
59,992
+48,125
60
$8.85M 0.45%
47,692
-254
61
$8.26M 0.42%
16,250
-142
62
$8.14M 0.41%
277,390
+910
63
$7.4M 0.37%
786,825
+235,105
64
$6.96M 0.35%
53,997
-20,533
65
$6.77M 0.34%
20,403
+5,333
66
$6.76M 0.34%
59,159
-7,585
67
$6.76M 0.34%
26,393
-200
68
$6.62M 0.33%
29,112
-11,933
69
$6.48M 0.33%
90,012
+67,349
70
$6.09M 0.31%
12,987
-219
71
$5.89M 0.3%
16,066
-45
72
$5.72M 0.29%
47,007
+6,344
73
$5.7M 0.29%
190,183
+138,333
74
$5.51M 0.28%
38,860
+2,680
75
$5.34M 0.27%
11,001
+134
1 2
3
4 5