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
$287M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$21.2M
3
+$18.9M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$8.55M

Top Sells

1
+$30.6M
2
+$11.5M
3
+$8.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.57M
5
MBB icon
iShares MBS ETF
MBB
+$6.75M

Sector Composition

1 Consumer Staples 10.54%
2 Technology 0.64%
3 Consumer Discretionary 0.4%
4 Financials 0.26%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.55K ﹤0.01%
100
+65
227
$3.54K ﹤0.01%
157
228
$3.49K ﹤0.01%
95
-522
229
$3.46K ﹤0.01%
54
+1
230
$3.4K ﹤0.01%
+100
231
$3.4K ﹤0.01%
17
232
$3.37K ﹤0.01%
1,000
233
$3.31K ﹤0.01%
45
234
$3.21K ﹤0.01%
+37
235
$3.21K ﹤0.01%
21
236
$3.06K ﹤0.01%
115
+1
237
$2.9K ﹤0.01%
104
238
$2.9K ﹤0.01%
61
239
$2.83K ﹤0.01%
+10
240
$2.77K ﹤0.01%
250
241
$2.72K ﹤0.01%
+40
242
$2.7K ﹤0.01%
+15
243
$2.69K ﹤0.01%
+100
244
$2.6K ﹤0.01%
25
245
$2.59K ﹤0.01%
77
246
$2.51K ﹤0.01%
157
247
$2.51K ﹤0.01%
+27
248
$2.49K ﹤0.01%
81
249
$2.47K ﹤0.01%
60
250
$2.44K ﹤0.01%
50
+1
8 9
10
11 12