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
$425M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$19.4M
3
+$12.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M

Top Sells

1
+$9.8M
2
+$7.4M
3
+$4.17M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.67M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.32M

Sector Composition

1 Consumer Staples 8.48%
2 Technology 0.89%
3 Financials 0.73%
4 Consumer Discretionary 0.57%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.69K ﹤0.01%
+325
252
$7.58K ﹤0.01%
+1,000
253
$7.57K ﹤0.01%
59
254
$7.55K ﹤0.01%
83
-224
255
$7.51K ﹤0.01%
57
256
$7.45K ﹤0.01%
63
257
$7.39K ﹤0.01%
485
258
$7.36K ﹤0.01%
527
259
$7.17K ﹤0.01%
+132
260
$7.13K ﹤0.01%
+500
261
$7.09K ﹤0.01%
+46
262
$7.08K ﹤0.01%
28
263
$7.01K ﹤0.01%
158
+2
264
$6.96K ﹤0.01%
20
265
$6.9K ﹤0.01%
+108
266
$6.89K ﹤0.01%
+56
267
$6.75K ﹤0.01%
+500
268
$6.71K ﹤0.01%
295
269
$6.59K ﹤0.01%
70
270
$6.56K ﹤0.01%
+1,000
271
$6.39K ﹤0.01%
40
272
$6.35K ﹤0.01%
171
273
$6.3K ﹤0.01%
+24
274
$6.24K ﹤0.01%
+25
275
$6.22K ﹤0.01%
32
+15
9 10
11
12 13