IHL

Investment House LLC Portfolio holdings

AUM $1.98B
1-Year Est. Return 20.44%
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$563M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.6M
3
+$1.98M
4
KSU
Kansas City Southern
KSU
+$1.97M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.66M

Top Sells

1
+$2.31M
2
+$1.67M
3
+$1.44M
4
GE icon
GE Aerospace
GE
+$1.11M
5
KO icon
Coca-Cola
KO
+$1.06M

Sector Composition

1 Technology 30.76%
2 Healthcare 21.71%
3 Industrials 9.35%
4 Consumer Staples 8.34%
5 Communication Services 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.9M 1.23%
97,375
+2,550
27
$6.18M 1.1%
239,320
-1,797
28
$6.02M 1.07%
48,843
+200
29
$5.79M 1.03%
76,025
-1,193
30
$5.74M 1.02%
494,745
+2,560
31
$5.67M 1.01%
67,965
+1,396
32
$5.67M 1.01%
63,420
-50
33
$5.38M 0.96%
104,618
+1,850
34
$5.04M 0.9%
54,023
+125
35
$5.01M 0.89%
73,877
+1,623
36
$5M 0.89%
94,610
37
$4.75M 0.84%
68,016
+1,200
38
$4.68M 0.83%
75,118
-1,621
39
$4.64M 0.82%
37,375
+530
40
$4.52M 0.8%
95,833
+3,225
41
$4.51M 0.8%
122,114
-1,280
42
$4.5M 0.8%
151,328
+1,813
43
$4.5M 0.8%
55,403
-200
44
$4.45M 0.79%
91,198
+705
45
$4.34M 0.77%
44,677
-75
46
$4.32M 0.77%
53,607
47
$4.27M 0.76%
106,853
+828
48
$4.24M 0.75%
117,386
-550
49
$4.17M 0.74%
28,011
+125
50
$4M 0.71%
101,075
+65,675
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