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
126
$712K 0.07%
4,000
127
$695K 0.07%
17,825
128
$694K 0.07%
7,300
129
$690K 0.07%
33,229
-667
130
$688K 0.07%
4,089
-946
131
$659K 0.07%
6,740
-1,225
132
$639K 0.06%
5,010
133
$633K 0.06%
1,097
+86
134
$622K 0.06%
5,813
-25
135
$583K 0.06%
14,159
-11,689
136
$556K 0.06%
+13,800
137
$534K 0.05%
5,700
-1,500
138
$529K 0.05%
6,758
139
$524K 0.05%
6,400
140
$523K 0.05%
7,331
-3,579
141
$511K 0.05%
17,330
142
$502K 0.05%
6,651
143
$489K 0.05%
1,800
144
$478K 0.05%
11,431
+226
145
$470K 0.05%
3,900
146
$463K 0.05%
+17,200
147
$444K 0.04%
5,484
148
$424K 0.04%
8,035
149
$419K 0.04%
14,356
-2,494
150
$399K 0.04%
2,550
4 5
6
7 8