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
201
$254K 0.01%
775
-75
202
$250K 0.01%
2,275
203
$240K 0.01%
2,675
204
$239K 0.01%
+1,700
205
$235K 0.01%
15,345
206
$230K 0.01%
600
207
$230K 0.01%
+850
208
$227K 0.01%
2,250
-21,463
209
$220K 0.01%
1,835
-575
210
$220K 0.01%
448
-5,796
211
$217K 0.01%
1,730
-1,489
212
$211K 0.01%
+2,000
213
$204K 0.01%
3,000
214
$202K 0.01%
+10,000
215
$200K 0.01%
+1,100
216
$18.7K ﹤0.01%
+16,529
217
– –
-15,469
218
– –
-22,634
219
– –
-64,463
220
– –
-29,657
221
– –
-8,000
222
– –
-4,602
223
– –
-4,699
224
– –
-24,845
225
– –
-800
6 7 8
9
10