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
1
$26.2M 4.66%
247,084
-4,270
2
$24.3M 4.32%
1,268,932
+22,680
3
$22.5M 3.99%
808,981
-40
4
$21.1M 3.74%
542,144
-1,600
5
$17.8M 3.16%
294,905
-235
6
$14.2M 2.53%
231,153
+25
7
$14.1M 2.51%
230,826
+1,248
8
$13.9M 2.46%
337,962
+1,000
9
$11.8M 2.1%
151,805
+1,050
10
$11M 1.95%
111,534
+750
11
$9.09M 1.61%
51,456
-60
12
$9.08M 1.61%
84,074
+500
13
$8.96M 1.59%
165,299
+708
14
$8.96M 1.59%
113,577
+1,231
15
$8.74M 1.55%
78,230
+315
16
$8.55M 1.52%
46,470
-12,530
17
$8.43M 1.5%
362,604
+1,972
18
$8.03M 1.43%
31,776
-300
19
$8M 1.42%
231,520
+450
20
$7.93M 1.41%
99,471
+820
21
$7.82M 1.39%
119,029
-65
22
$7.52M 1.34%
89,767
+3,303
23
$7.5M 1.33%
56,561
-250
24
$7.46M 1.32%
94,252
25
$7.42M 1.32%
162,390
+1,090
1
2 3 4 5