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
$990M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.53M
3
+$3.04M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$1.98M
5
CSCO icon
Cisco
CSCO
+$1.83M

Top Sells

1
+$1.79M
2
+$1.61M
3
+$770K
4
APO icon
Apollo Global Management
APO
+$548K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$485K

Sector Composition

1 Technology 31.74%
2 Healthcare 14.81%
3 Consumer Discretionary 11.05%
4 Communication Services 11.04%
5 Industrials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 1.17%
71,865
+2,993
27
$11M 1.11%
5,619
+106
28
$10M 1.01%
137,085
-450
29
$9.69M 0.98%
77,788
+735
30
$9.54M 0.96%
49,280
+474
31
$9.51M 0.96%
65,330
-5,287
32
$9.11M 0.92%
91,565
+2,810
33
$8.94M 0.9%
95,134
+104
34
$8.88M 0.9%
41,062
-450
35
$8.5M 0.86%
107,091
-100
36
$8.24M 0.83%
212,259
37
$8.15M 0.82%
69,260
+6,455
38
$7.75M 0.78%
52,475
+145
39
$7.72M 0.78%
101,188
-700
40
$7.58M 0.77%
55,277
+570
41
$7.09M 0.72%
60,141
+1,137
42
$6.87M 0.69%
39,960
+75
43
$6.62M 0.67%
43,619
+2,265
44
$6.61M 0.67%
82,311
+11,088
45
$6.44M 0.65%
35,860
+50
46
$6.41M 0.65%
111,326
+300
47
$6.27M 0.63%
143,531
+2,120
48
$6.16M 0.62%
81,368
-725
49
$5.95M 0.6%
68,506
+2,440
50
$5.91M 0.6%
28,495
+2,400
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2
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