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
176
$256K 0.03%
4,233
-426
177
$255K 0.03%
9,000
178
$252K 0.03%
1,585
179
$248K 0.03%
9,000
+500
180
$240K 0.02%
1,420
181
$239K 0.02%
2,175
-50
182
$237K 0.02%
2,000
183
$230K 0.02%
10,200
-110
184
$226K 0.02%
595
-425
185
$222K 0.02%
1,625
-375
186
$218K 0.02%
+8,352
187
$215K 0.02%
4,481
188
$209K 0.02%
6,647
-750
189
$204K 0.02%
+7,635
190
$204K 0.02%
700
191
$202K 0.02%
+4,475
192
$187K 0.02%
15,745
-906
193
$165K 0.02%
24,000
-2,800
194
$106K 0.01%
11,928
-10,600
195
$23K ﹤0.01%
1,030
196
$19K ﹤0.01%
15,140
197
– –
-15,974
198
– –
-16,134
199
– –
-3,449
200
– –
-586
5 6 7
8
9