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
76
$2.81M 0.28%
89,086
-4,749
77
$2.76M 0.28%
43,535
-2,780
78
$2.75M 0.28%
21,063
+3,764
79
$2.69M 0.27%
23,739
+344
80
$2.63M 0.27%
47,600
81
$2.62M 0.26%
30,915
+20,478
82
$2.58M 0.26%
16,315
-200
83
$2.53M 0.26%
74,199
-1,265
84
$2.26M 0.23%
37,511
-246
85
$2.2M 0.22%
103,633
86
$2.16M 0.22%
9,955
87
$2.09M 0.21%
32,933
-3,473
88
$1.98M 0.2%
+49,820
89
$1.93M 0.19%
4,329
-71
90
$1.9M 0.19%
38,091
91
$1.89M 0.19%
38,410
-1,275
92
$1.8M 0.18%
19,400
93
$1.77M 0.18%
17,827
-1,731
94
$1.63M 0.16%
7,000
-1,528
95
$1.59M 0.16%
84,225
-94,425
96
$1.54M 0.16%
26,400
97
$1.51M 0.15%
17,805
98
$1.47M 0.15%
12,414
-1,564
99
$1.46M 0.15%
32,189
+144
100
$1.45M 0.15%
57,787
-4,392
2 3
4
5 6