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
1
$60.3M 6.09%
1,077,784
-1,148
2
$46.7M 4.72%
336,088
+7,298
3
$45.4M 4.58%
254,949
+8,241
4
$36.6M 3.7%
137,745
-1,395
5
$29.8M 3.01%
107,878
-713
6
$28.3M 2.86%
326,080
+1,120
7
$26.8M 2.7%
438,660
-20
8
$23.6M 2.38%
387,160
+760
9
$22.3M 2.25%
219,002
-930
10
$21.7M 2.19%
209,370
+375
11
$21.3M 2.15%
73,919
-310
12
$20.5M 2.07%
122,665
+9,903
13
$19.4M 1.96%
100,707
-555
14
$18.7M 1.89%
80,522
-560
15
$16.1M 1.63%
174,720
-35
16
$15.8M 1.59%
79,706
+390
17
$15.4M 1.55%
298,126
-4,300
18
$15.1M 1.52%
116,697
+90
19
$14.5M 1.46%
192,182
-100
20
$14.4M 1.45%
125,131
-100
21
$14M 1.41%
107,885
-1,691
22
$12.9M 1.3%
118,621
+4,235
23
$12.9M 1.3%
97,178
+1,825
24
$12.6M 1.27%
254,555
+37,080
25
$12.4M 1.25%
149,345
+2,990
1
2 3 4 5