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
$425M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$19.4M
3
+$12.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M

Top Sells

1
+$9.8M
2
+$7.4M
3
+$4.17M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.67M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.32M

Sector Composition

1 Consumer Staples 8.48%
2 Technology 0.89%
3 Financials 0.73%
4 Consumer Discretionary 0.57%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.8K ﹤0.01%
+112
227
$10.5K ﹤0.01%
276
+1
228
$10.3K ﹤0.01%
379
+4
229
$10.2K ﹤0.01%
+56
230
$10.1K ﹤0.01%
+430
231
$10K ﹤0.01%
+168
232
$9.93K ﹤0.01%
134
233
$9.89K ﹤0.01%
562
+270
234
$9.81K ﹤0.01%
261
+124
235
$9.73K ﹤0.01%
20
236
$9.73K ﹤0.01%
423
+86
237
$9.67K ﹤0.01%
+223
238
$9.63K ﹤0.01%
42
239
$9.42K ﹤0.01%
1,500
240
$9.32K ﹤0.01%
100
241
$9.28K ﹤0.01%
658
242
$8.99K ﹤0.01%
+36
243
$8.76K ﹤0.01%
168
244
$8.43K ﹤0.01%
+110
245
$8.37K ﹤0.01%
+163
246
$8.32K ﹤0.01%
45
247
$8.3K ﹤0.01%
16
248
$8.29K ﹤0.01%
+107
249
$8.11K ﹤0.01%
+600
250
$7.88K ﹤0.01%
1,062
8 9
10
11 12