SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.4M
3
+$10.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.64M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$8.73M

Top Sells

1
+$30M
2
+$9.95M
3
+$9.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.16M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.94M

Sector Composition

1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.7K ﹤0.01%
769
-432
227
$15.6K ﹤0.01%
199
228
$15.5K ﹤0.01%
52
-10
229
$14.9K ﹤0.01%
+151
230
$14.7K ﹤0.01%
+110
231
$14.7K ﹤0.01%
30
232
$14.6K ﹤0.01%
53
233
$14.4K ﹤0.01%
194
234
$14.1K ﹤0.01%
141
+17
235
$14.1K ﹤0.01%
76
+6
236
$14.1K ﹤0.01%
109
+2
237
$13.6K ﹤0.01%
167
+11
238
$13.5K ﹤0.01%
414
239
$13.5K ﹤0.01%
132
-83
240
$13.5K ﹤0.01%
42
241
$13.5K ﹤0.01%
285
+2
242
$13.2K ﹤0.01%
60
243
$13.2K ﹤0.01%
34
+14
244
$12.7K ﹤0.01%
77
245
$12.5K ﹤0.01%
+213
246
$12.2K ﹤0.01%
152
+18
247
$12.2K ﹤0.01%
24
+14
248
$12.1K ﹤0.01%
207
+20
249
$12.1K ﹤0.01%
3,000
250
$12K ﹤0.01%
76
8 9
10
11 12