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
$296M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$10.4M
3
+$9.89M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.9M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.53M

Top Sells

1
+$15.4M
2
+$7.54M
3
+$6.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.11M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.06M

Sector Composition

1 Consumer Staples 11.56%
2 Technology 0.57%
3 Consumer Discretionary 0.33%
4 Financials 0.33%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.94K ﹤0.01%
+52
252
$1.92K ﹤0.01%
+28
253
$1.89K ﹤0.01%
+120
254
$1.76K ﹤0.01%
+140
255
$1.73K ﹤0.01%
+47
256
$1.66K ﹤0.01%
+66
257
$1.57K ﹤0.01%
+299
258
$1.55K ﹤0.01%
+40
259
$1.54K ﹤0.01%
+20
260
$1.54K ﹤0.01%
+39
261
$1.5K ﹤0.01%
+23
262
$1.4K ﹤0.01%
+33
263
$1.38K ﹤0.01%
+333
264
$1.35K ﹤0.01%
+33
265
$1.34K ﹤0.01%
+100
266
$1.32K ﹤0.01%
+130
267
$1.22K ﹤0.01%
+5
268
$1.2K ﹤0.01%
+552
269
$1.12K ﹤0.01%
+50
270
$1.1K ﹤0.01%
+85
271
$1.08K ﹤0.01%
+69
272
$1.07K ﹤0.01%
+218
273
$1.05K ﹤0.01%
+34
274
$1.04K ﹤0.01%
+109
275
$1.04K ﹤0.01%
+200
9 10
11
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