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
126
$1.48M 0.07%
21,350
127
$1.48M 0.07%
31,999
-19,186
128
$1.45M 0.07%
20,498
+1,513
129
$1.4M 0.07%
18,065
+200
130
$1.34M 0.07%
50,490
-34,696
131
$1.29M 0.07%
6,535
-9,691
132
$1.26M 0.06%
6,691
-7,652
133
$1.1M 0.06%
8,919
134
$1.08M 0.05%
+8,369
135
$1.05M 0.05%
2,400
136
$1.05M 0.05%
+11,500
137
$1.03M 0.05%
6,768
-400
138
$1.01M 0.05%
1,433
+131
139
$1.01M 0.05%
11,010
-500
140
$974K 0.05%
5,362
-7,818
141
$973K 0.05%
8,245
-225
142
$917K 0.05%
+20,000
143
$890K 0.05%
21,800
+400
144
$882K 0.04%
2,778
-2,097
145
$869K 0.04%
11,675
146
$831K 0.04%
1,550
147
$829K 0.04%
7,565
148
$819K 0.04%
3,985
-125
149
$819K 0.04%
1,750
150
$813K 0.04%
8,940
4 5
6
7 8