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
51
$5.79M 0.59%
35,616
+1,200
52
$5.71M 0.58%
25,591
-350
53
$5.69M 0.57%
112,045
-245
54
$5.58M 0.56%
44,820
55
$5.43M 0.55%
87,672
+1,900
56
$5.29M 0.53%
17,801
-275
57
$5.1M 0.51%
31,463
+639
58
$5.07M 0.51%
28,170
-75
59
$4.88M 0.49%
+25,844
60
$4.82M 0.49%
17,747
+725
61
$4.75M 0.48%
34,523
-316
62
$4.62M 0.47%
41,275
+5,225
63
$4.37M 0.44%
83,900
64
$3.93M 0.4%
46,954
65
$3.89M 0.39%
32,452
+5,972
66
$3.85M 0.39%
70,055
-300
67
$3.79M 0.38%
18,212
+1,127
68
$3.76M 0.38%
27,041
+131
69
$3.75M 0.38%
131,528
+22,260
70
$3.53M 0.36%
+126,045
71
$3.32M 0.34%
15,483
72
$3.29M 0.33%
37,662
-150
73
$3.28M 0.33%
132,573
-2,311
74
$3.04M 0.31%
+74,460
75
$2.84M 0.29%
45,095
+5,106
1 2
3
4 5