SHIM

Stone House Investment Management Portfolio holdings

AUM $594M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$484M
AUM Growth
+$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$19.8M
3
+$12M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.88M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$5.14M

Top Sells

1
+$7.29M
2
+$3.92M
3
+$3.53M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.65M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M

Sector Composition

1 Consumer Staples 8.23%
2 Technology 0.88%
3 Financials 0.76%
4 Consumer Discretionary 0.55%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.56K ﹤0.01%
77
227
$9.29K ﹤0.01%
658
228
$9.07K ﹤0.01%
212
229
$9.03K ﹤0.01%
500
230
$8.91K ﹤0.01%
11
231
$8.87K ﹤0.01%
480
232
$8.85K ﹤0.01%
505
233
$8.61K ﹤0.01%
213
-6,827
234
$8.38K ﹤0.01%
295
235
$8.35K ﹤0.01%
20
236
$8.32K ﹤0.01%
16
237
$8K ﹤0.01%
527
238
$8K ﹤0.01%
1,000
239
$7.87K ﹤0.01%
29
240
$7.83K ﹤0.01%
193
+56
241
$7.82K ﹤0.01%
20
-11
242
$7.35K ﹤0.01%
158
243
$7.3K ﹤0.01%
70
244
$7.2K ﹤0.01%
26
245
$7.19K ﹤0.01%
40
246
$7.11K ﹤0.01%
1,000
247
$6.95K ﹤0.01%
25
248
$6.68K ﹤0.01%
100
-24
249
$6.68K ﹤0.01%
57
250
$6.61K ﹤0.01%
300
-179
8 9
10
11 12