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
101
$3.15M 0.16%
6,147
+255
102
$3.06M 0.15%
23,189
-3,292
103
$3.03M 0.15%
+14,231
104
$2.97M 0.15%
14,225
105
$2.96M 0.15%
24,035
-1,480
106
$2.94M 0.15%
52,300
+50
107
$2.89M 0.15%
+70,092
108
$2.89M 0.15%
38,140
-1,370
109
$2.72M 0.14%
51,665
-2,326
110
$2.65M 0.13%
23,256
+5,940
111
$2.6M 0.13%
9,437
-33
112
$2.59M 0.13%
123,681
+50
113
$2.5M 0.13%
+218,488
114
$2.46M 0.12%
16,610
-633
115
$2.25M 0.11%
5,808
+100
116
$2.25M 0.11%
91,966
-191,906
117
$2.17M 0.11%
19,221
-75
118
$1.99M 0.1%
36,530
-2,725
119
$1.89M 0.1%
17,047
-2,280
120
$1.87M 0.09%
1,780
-15
121
$1.83M 0.09%
6,316
-376
122
$1.8M 0.09%
4,444
-828
123
$1.78M 0.09%
61,444
+1,000
124
$1.54M 0.08%
+14,336
125
$1.5M 0.08%
9,418
+315
3 4
5
6 7