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
51
$3.88M 0.69%
12,703
52
$3.82M 0.68%
57,800
53
$3.73M 0.66%
24,990
+1,295
54
$3.71M 0.66%
96,027
-27,395
55
$3.6M 0.64%
85,000
56
$3.55M 0.63%
32,767
-810
57
$3.42M 0.61%
30,108
+384
58
$3.33M 0.59%
81,381
+1,275
59
$3.26M 0.58%
47,360
-325
60
$3.26M 0.58%
+43,560
61
$3.17M 0.56%
115,820
-8,570
62
$3.17M 0.56%
27,880
-90
63
$3.13M 0.56%
38,411
-150
64
$3.11M 0.55%
57,413
+3,207
65
$2.85M 0.51%
37,945
+26,425
66
$2.77M 0.49%
32,175
67
$2.77M 0.49%
123,430
+1,005
68
$2.76M 0.49%
58,053
+3,179
69
$2.71M 0.48%
39,365
+1,945
70
$2.67M 0.47%
158,800
-85,660
71
$2.59M 0.46%
32,364
+5,650
72
$2.53M 0.45%
82,980
+7,603
73
$2.51M 0.45%
53,716
-510
74
$2.32M 0.41%
23,640
-200
75
$2.22M 0.39%
45,130
+2,370
1 2
3
4 5