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
151
$387K 0.04%
+2,510
152
$385K 0.04%
4,250
153
$377K 0.04%
10,058
154
$366K 0.04%
7,254
-6,024
155
$358K 0.04%
5,547
156
$355K 0.04%
4,210
157
$351K 0.04%
7,361
-3,564
158
$346K 0.03%
5,575
159
$341K 0.03%
1,230
-723
160
$340K 0.03%
30,325
161
$337K 0.03%
3,680
162
$330K 0.03%
1,800
163
$321K 0.03%
780
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164
$314K 0.03%
2,560
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165
$300K 0.03%
1,775
166
$297K 0.03%
2,775
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167
$296K 0.03%
2,400
168
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169
$284K 0.03%
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170
$281K 0.03%
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171
$281K 0.03%
2,110
172
$279K 0.03%
16,000
+4,500
173
$270K 0.03%
11,327
-1,500
174
$266K 0.03%
1,845
+106
175
$262K 0.03%
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