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
126
$374K 0.07%
6,363
127
$372K 0.07%
6,575
+3
128
$358K 0.06%
7,700
129
$323K 0.06%
1,030
+20
130
$313K 0.06%
8,550
131
$301K 0.05%
6,800
132
$287K 0.05%
4,439
+1
133
$286K 0.05%
4,800
134
$272K 0.05%
+1,325
135
$267K 0.05%
5,370
+445
136
$259K 0.05%
+6,850
137
$251K 0.04%
4,400
138
$244K 0.04%
4,545
+450
139
$241K 0.04%
5,486
+3
140
$230K 0.04%
4,550
-200
141
$224K 0.04%
4,536
142
$224K 0.04%
3,700
-650
143
$221K 0.04%
+9,097
144
$215K 0.04%
2,650
-200
145
$215K 0.04%
+5,650
146
$130K 0.02%
71
147
$55K 0.01%
15,200
148
– –
-10,000
149
– –
-10,095
150
– –
-45,195
3 4 5
6
7