SHIM

Stone House Investment Management Portfolio holdings

AUM $544M
1-Year Est. Return 10.82%
This Quarter Est. Return
1 Year Est. Return
+10.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$10.4M
3
+$9.89M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.9M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.53M

Top Sells

1
+$15.4M
2
+$7.54M
3
+$6.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.11M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.06M

Sector Composition

1 Consumer Staples 11.56%
2 Technology 0.57%
3 Consumer Discretionary 0.33%
4 Financials 0.33%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.02K ﹤0.01%
+22
227
$2.99K ﹤0.01%
+113
228
$2.87K ﹤0.01%
+19
229
$2.75K ﹤0.01%
+21
230
$2.7K ﹤0.01%
+12
231
$2.68K ﹤0.01%
+54
232
$2.67K ﹤0.01%
+29
233
$2.6K ﹤0.01%
+68
234
$2.57K ﹤0.01%
+47
235
$2.56K ﹤0.01%
+60
236
$2.54K ﹤0.01%
+12
237
$2.54K ﹤0.01%
+81
238
$2.51K ﹤0.01%
+143
239
$2.41K ﹤0.01%
+59
240
$2.33K ﹤0.01%
+29
241
$2.3K ﹤0.01%
+77
242
$2.28K ﹤0.01%
+50
243
$2.27K ﹤0.01%
+46
244
$2.26K ﹤0.01%
+47
245
$2.15K ﹤0.01%
+1,000
246
$2.15K ﹤0.01%
+19
247
$2.11K ﹤0.01%
+48
248
$1.98K ﹤0.01%
+1,000
249
$1.97K ﹤0.01%
+42
250
$1.96K ﹤0.01%
+31
8 9
10
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