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
$290M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.4M
3
+$4.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.55M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.5M

Top Sells

1
+$15.7M
2
+$13.6M
3
+$8.55M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.08M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.81M

Sector Composition

1 Consumer Staples 10.04%
2 Technology 0.71%
3 Consumer Discretionary 0.44%
4 Financials 0.31%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.53K ﹤0.01%
+420
252
$2.48K ﹤0.01%
+100
253
$2.41K ﹤0.01%
130
254
$2.36K ﹤0.01%
+20
255
$2.29K ﹤0.01%
40
-47
256
$2.27K ﹤0.01%
+30
257
$2.25K ﹤0.01%
27
258
$2.25K ﹤0.01%
54
259
$2.17K ﹤0.01%
+50
260
$2.15K ﹤0.01%
17
261
$2.12K ﹤0.01%
+103
262
$2.12K ﹤0.01%
133
+70
263
$2.08K ﹤0.01%
56
-62
264
$2.07K ﹤0.01%
16
-45
265
$2.02K ﹤0.01%
+50
266
$2.02K ﹤0.01%
+20
267
$2K ﹤0.01%
100
268
$1.89K ﹤0.01%
1,000
269
$1.84K ﹤0.01%
55
270
$1.8K ﹤0.01%
33
271
$1.8K ﹤0.01%
400
-124
272
$1.8K ﹤0.01%
+50
273
$1.63K ﹤0.01%
30
274
$1.61K ﹤0.01%
+20
275
$1.59K ﹤0.01%
250
9 10
11
12 13