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
$290M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.4M
3
+$4.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.55M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.5M

Top Sells

1
+$15.7M
2
+$13.6M
3
+$8.55M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.08M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.81M

Sector Composition

1 Consumer Staples 10.04%
2 Technology 0.71%
3 Consumer Discretionary 0.44%
4 Financials 0.31%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.25K ﹤0.01%
12
-75
227
$4.18K ﹤0.01%
21
228
$4.12K ﹤0.01%
100
229
$4.07K ﹤0.01%
134
+2
230
$4.05K ﹤0.01%
54
231
$4K ﹤0.01%
29
232
$3.96K ﹤0.01%
45
233
$3.93K ﹤0.01%
5,200
+2,000
234
$3.87K ﹤0.01%
+100
235
$3.58K ﹤0.01%
45
-30
236
$3.56K ﹤0.01%
42
237
$3.53K ﹤0.01%
+18
238
$3.45K ﹤0.01%
29
239
$3.36K ﹤0.01%
25
240
$3.36K ﹤0.01%
117
+2
241
$3.17K ﹤0.01%
17
242
$3.12K ﹤0.01%
+10
243
$3.12K ﹤0.01%
100
244
$3.06K ﹤0.01%
29
-200
245
$2.98K ﹤0.01%
23
246
$2.82K ﹤0.01%
82
+1
247
$2.8K ﹤0.01%
60
248
$2.76K ﹤0.01%
10
249
$2.69K ﹤0.01%
61
250
$2.68K ﹤0.01%
77
8 9
10
11 12