IHL

Investment House LLC Portfolio holdings

AUM $2.11B
1-Year Est. Return 25.51%
This Quarter Est. Return
1 Year Est. Return
+25.51%
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
+$8.75M
2
+$7.25M
3
+$6.54M
4
NBIS
Nebius Group N.V.
NBIS
+$6.28M
5
TTD icon
Trade Desk
TTD
+$4.85M

Top Sells

1
+$6.31M
2
+$5.97M
3
+$5.76M
4
CRL icon
Charles River Laboratories
CRL
+$5.18M
5
HPQ icon
HP
HPQ
+$4.69M

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
ADI icon
151
Analog Devices
ADI
$117B
$808K 0.04%
3,395
-105
EWZ icon
152
iShares MSCI Brazil ETF
EWZ
$6.09B
$797K 0.04%
27,637
-951
AGG icon
153
iShares Core US Aggregate Bond ETF
AGG
$132B
$785K 0.04%
7,915
-7,983
FXE icon
154
Invesco CurrencyShares Euro Currency Trust
FXE
$526M
$776K 0.04%
+7,133
WEC icon
155
WEC Energy
WEC
$36.3B
$761K 0.04%
7,300
WING icon
156
Wingstop
WING
$6.53B
$758K 0.04%
2,250
+10
LAD icon
157
Lithia Motors
LAD
$7.26B
$757K 0.04%
2,240
-2,401
LEN icon
158
Lennar Class A
LEN
$30.9B
$755K 0.04%
6,829
-183
FXI icon
159
iShares China Large-Cap ETF
FXI
$6.95B
$754K 0.04%
20,517
-89,195
COIN icon
160
Coinbase
COIN
$76.3B
$747K 0.04%
2,132
-1,247
PANW icon
161
Palo Alto Networks
PANW
$140B
$747K 0.04%
3,650
-180
FXY icon
162
Invesco CurrencyShares Japanese Yen Trust
FXY
$533M
$743K 0.04%
11,615
+3,967
TSM icon
163
TSMC
TSM
$1.46T
$686K 0.03%
3,031
+5
CNR
164
Core Natural Resources Inc
CNR
$4.23B
$664K 0.03%
+9,520
AMR icon
165
Alpha Metallurgical Resources
AMR
$2.05B
$654K 0.03%
+5,810
SHOP icon
166
Shopify
SHOP
$191B
$653K 0.03%
5,660
+60
DCI icon
167
Donaldson
DCI
$10B
$652K 0.03%
9,400
AEP icon
168
American Electric Power
AEP
$65B
$618K 0.03%
5,957
-350
OLN icon
169
Olin
OLN
$2.37B
$603K 0.03%
+30,000
CVS icon
170
CVS Health
CVS
$101B
$601K 0.03%
8,715
+500
RTX icon
171
RTX Corp
RTX
$233B
$590K 0.03%
4,040
NFLX icon
172
Netflix
NFLX
$489B
$589K 0.03%
440
LPX icon
173
Louisiana-Pacific
LPX
$5.28B
$581K 0.03%
6,759
-1,000
UPS icon
174
United Parcel Service
UPS
$81.4B
$557K 0.03%
5,516
-19,752
EIX icon
175
Edison International
EIX
$22.7B
$520K 0.03%
10,078
-645
5 6
7
8 9