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
101
$1.42M 0.14%
27,483
102
$1.35M 0.14%
24,841
103
$1.35M 0.14%
4,554
+1,215
104
$1.27M 0.13%
14,340
+5,570
105
$1.17M 0.12%
5,625
+160
106
$1.15M 0.12%
29,097
107
$1.14M 0.11%
+8,190
108
$1.05M 0.11%
20,794
-2,050
109
$1.03M 0.1%
11,700
+175
110
$991K 0.1%
227,800
+55,200
111
$966K 0.1%
12,605
112
$956K 0.1%
6,440
+185
113
$928K 0.09%
+7,981
114
$922K 0.09%
24,555
-60
115
$916K 0.09%
16,441
+2,200
116
$915K 0.09%
7,148
117
$890K 0.09%
16,475
-950
118
$889K 0.09%
15,257
+2,395
119
$857K 0.09%
8,875
120
$843K 0.09%
3,416
121
$813K 0.08%
11,060
122
$809K 0.08%
6,406
123
$805K 0.08%
+55,633
124
$759K 0.08%
18,495
125
$743K 0.08%
15,695
+6,495
3 4
5
6 7