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
76
$2.13M 0.38%
55,343
+50
77
$2.08M 0.37%
168,600
-56,580
78
$2.08M 0.37%
24,662
+5,245
79
$2.02M 0.36%
13,685
-125
80
$2M 0.36%
1,680
+480
81
$1.97M 0.35%
+19,350
82
$1.84M 0.33%
14,867
-8,968
83
$1.71M 0.3%
24,875
-200
84
$1.7M 0.3%
28,802
-4,620
85
$1.66M 0.29%
+66,895
86
$1.65M 0.29%
31,850
+1,475
87
$1.64M 0.29%
25,982
+4,530
88
$1.59M 0.28%
37,270
+3,910
89
$1.57M 0.28%
16,178
+1,500
90
$1.55M 0.28%
14,600
+515
91
$1.51M 0.27%
31,140
-810
92
$1.4M 0.25%
46,575
+1,425
93
$1.4M 0.25%
14,087
-1,350
94
$1.31M 0.23%
13,405
+4,930
95
$1.16M 0.21%
81,670
+13,800
96
$1.15M 0.21%
12,300
97
$1.15M 0.2%
12,375
+100
98
$1.13M 0.2%
44,090
99
$1.03M 0.18%
+6,310
100
$1.02M 0.18%
14,035
+6,150
2 3
4
5 6