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
$287M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$21.2M
3
+$18.9M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$8.55M

Top Sells

1
+$30.6M
2
+$11.5M
3
+$8.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.57M
5
MBB icon
iShares MBS ETF
MBB
+$6.75M

Sector Composition

1 Consumer Staples 10.54%
2 Technology 0.64%
3 Consumer Discretionary 0.4%
4 Financials 0.26%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.44K ﹤0.01%
60
252
$2.44K ﹤0.01%
100
253
$2.4K ﹤0.01%
20
254
$2.39K ﹤0.01%
12
255
$2.34K ﹤0.01%
71
+2
256
$2.29K ﹤0.01%
54
257
$2.26K ﹤0.01%
93
+1
258
$2.12K ﹤0.01%
23
259
$2.05K ﹤0.01%
48
260
$2.03K ﹤0.01%
24
261
$2.02K ﹤0.01%
+122
262
$1.83K ﹤0.01%
69
-76
263
$1.82K ﹤0.01%
1,000
264
$1.81K ﹤0.01%
+42
265
$1.8K ﹤0.01%
17
266
$1.78K ﹤0.01%
130
267
$1.78K ﹤0.01%
200
268
$1.76K ﹤0.01%
+100
269
$1.74K ﹤0.01%
100
270
$1.7K ﹤0.01%
18
271
$1.7K ﹤0.01%
+30
272
$1.65K ﹤0.01%
100
273
$1.64K ﹤0.01%
52
274
$1.64K ﹤0.01%
250
275
$1.55K ﹤0.01%
+40
9 10
11
12 13