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
101
$982K 0.17%
17,775
+75
102
$915K 0.16%
22,899
-490
103
$870K 0.15%
17,775
104
$869K 0.15%
34,137
-666
105
$823K 0.15%
10,050
106
$818K 0.15%
12,620
107
$800K 0.14%
23,250
+550
108
$777K 0.14%
38,275
+5,150
109
$753K 0.13%
6,445
+625
110
$726K 0.13%
9,225
111
$712K 0.13%
29,800
-900
112
$690K 0.12%
7,675
113
$656K 0.12%
5,253
+1,130
114
$633K 0.11%
31,710
-83,648
115
$617K 0.11%
27,547
+4,768
116
$588K 0.1%
12,872
-6,656
117
$527K 0.09%
7,030
-162
118
$522K 0.09%
12,425
119
$483K 0.09%
9,597
120
$448K 0.08%
5,603
121
$446K 0.08%
5,660
122
$438K 0.08%
7,675
123
$424K 0.08%
6,660
124
$404K 0.07%
5,700
125
$400K 0.07%
7,900
3 4
5
6 7