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
$493M
AUM Growth
+$99.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.2M
3
+$9.91M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.5M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$7.89M

Top Sells

1
+$5.41M
2
+$4.53M
3
+$3.55M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.21M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.18M

Sector Composition

1 Consumer Staples 7.4%
2 Financials 0.89%
3 Technology 0.83%
4 Consumer Discretionary 0.54%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.9K ﹤0.01%
+305
227
$14.7K ﹤0.01%
+357
228
$14.4K ﹤0.01%
+199
229
$14.1K ﹤0.01%
+53
230
$13.8K ﹤0.01%
+36
231
$13.8K ﹤0.01%
+95
232
$13.7K ﹤0.01%
+139
233
$13.7K ﹤0.01%
+124
234
$13.2K ﹤0.01%
+112
235
$12.9K ﹤0.01%
+107
236
$12.2K ﹤0.01%
+150
237
$12K ﹤0.01%
+168
238
$11.8K ﹤0.01%
+283
239
$11.8K ﹤0.01%
+414
240
$11.7K ﹤0.01%
+100
241
$11.4K ﹤0.01%
+42
242
$11.2K ﹤0.01%
+350
243
$11.1K ﹤0.01%
+77
244
$10.8K ﹤0.01%
+134
245
$10.5K ﹤0.01%
+54
246
$10.5K ﹤0.01%
+79
247
$10.3K ﹤0.01%
+76
248
$10.1K ﹤0.01%
+54
249
$10K ﹤0.01%
+118
250
$9.99K ﹤0.01%
+187
8 9
10
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