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
76
$5.13M 0.26%
67,628
+4,345
77
$5.05M 0.26%
14,454
-133
78
$5.04M 0.25%
72,607
+73
79
$4.8M 0.24%
60,688
-75,437
80
$4.77M 0.24%
31,413
-34,167
81
$4.65M 0.24%
52,670
+27,731
82
$4.54M 0.23%
95,879
-1,810
83
$4.33M 0.22%
201,194
+80,355
84
$4.31M 0.22%
14,736
-157
85
$4.27M 0.22%
14,500
86
$4.25M 0.22%
59,887
-10,776
87
$4.11M 0.21%
49,515
+45,365
88
$4.08M 0.21%
32,892
+27,692
89
$3.84M 0.19%
34,812
90
$3.77M 0.19%
45,539
+6,392
91
$3.73M 0.19%
56,565
-4,030
92
$3.67M 0.19%
42,068
-963
93
$3.65M 0.18%
5,902
-4,379
94
$3.51M 0.18%
48,501
+39,821
95
$3.48M 0.18%
30,700
+28,700
96
$3.46M 0.17%
50,878
-17,640
97
$3.36M 0.17%
4,189
+19
98
$3.28M 0.17%
24,088
-66
99
$3.24M 0.16%
+8,577
100
$3.22M 0.16%
11,730
-40
2 3
4
5 6