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
1
$123M 6.22%
166,688
+2,559
2
$114M 5.74%
553,357
+18,072
3
$105M 5.33%
211,949
-11,584
4
$77M 3.89%
351,012
+18,776
5
$73.3M 3.71%
463,926
-6,329
6
$63.9M 3.23%
64,586
-1,374
7
$62M 3.14%
78,773
-438
8
$60.2M 3.04%
341,448
-3,275
9
$38.3M 1.94%
14,653
+722
10
$36.8M 1.86%
47,165
-370
11
$35.8M 1.81%
201,676
-5,763
12
$35.6M 1.8%
2,597,716
+115,342
13
$35.3M 1.78%
110,596
+4,404
14
$34.5M 1.75%
188,210
+13,334
15
$34.5M 1.74%
89,186
-443
16
$33.2M 1.68%
79,000
-702
17
$30.8M 1.56%
134,446
-669
18
$29.1M 1.47%
237,725
+71,390
19
$27.5M 1.39%
92,132
-632
20
$27M 1.36%
87,496
-35
21
$26.4M 1.33%
181,435
-516
22
$25.2M 1.27%
121,438
-1,175
23
$22.1M 1.12%
3,818
-15
24
$21.8M 1.1%
133,188
+15,757
25
$21.4M 1.08%
134,493
-4,577
1
2 3 4 5