TIHThe Investment House ETF
Seeks long term capital appreciation.
By The Investment House LLC · Launched 2026
Annual Cost
1.00%
#5,523 of 6,166 · expensive
Fund Size
$717M
#1,409 of 6,166 · large
Return (1Y)
N/A
Track Record
1 month
#5,963 of 6,166 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,945-0.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 42.0% of fundmoderately concentrated
Apple IncAAPL
8.8%
Alphabet Inc Class AGOOGL
4.6%
NVIDIA CorpNVDA
4.5%
Microsoft CorpMSFT
4.4%
Dell Technologies Inc Ordinary Shares - Class CDELL
3.8%
Meta Platforms Inc Class AMETA
3.5%
Amazon.com IncAMZN
3.4%
Alphabet Inc Class CGOOG
3.3%
Costco Wholesale CorpCOST
3.2%
Eli Lilly and CoLLY
2.6%
Asset allocation
Stocks
99.2%
Other
0.7%
Cash
0.1%
By sector
Technology
38.9%
Communication
14.2%
Healthcare
13.6%
Consumer Cyclical
11.3%
Financial Services
8.0%
Industrials
7.2%
Consumer Defensive
5.6%
Basic Materials
1.1%
Other
0.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-3.1%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long term capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in equity securities of small-, mid-, and large-capitalization companies with long-term growth potential. Focuses on companies in the Information Technology and Communication Services sectors, selected through fundamental analysis and growth at a reasonable price (GARP) strategy.
- Inception date
- August 5, 2026
- Fund family
- The Investment House LLC
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Data updated on 2026-09-30