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
151
-3,755
152
-15,999