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
176
$515K 0.03%
1,500
177
$514K 0.03%
21,191
+993
178
$511K 0.03%
2,104
-783
179
$510K 0.03%
11,782
-585
180
$479K 0.02%
7,480
-500
181
$477K 0.02%
2,700
182
$445K 0.02%
2,475
183
$444K 0.02%
3,259
-1,000
184
$431K 0.02%
969
-75
185
$414K 0.02%
1,675
186
$409K 0.02%
4,458
187
$372K 0.02%
17,911
188
$357K 0.02%
2,235
-200
189
$352K 0.02%
480
190
$347K 0.02%
+15,499
191
$345K 0.02%
657
-32
192
$332K 0.02%
1,425
193
$324K 0.02%
+1,000
194
$308K 0.02%
4,574
-3,030
195
$291K 0.01%
+20,000
196
$286K 0.01%
2,900
197
$277K 0.01%
2,700
198
$273K 0.01%
6,025
199
$262K 0.01%
1,350
200
$256K 0.01%
+815
6 7
8
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