SHIM

Stone House Investment Management Portfolio holdings

AUM $594M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$484M
AUM Growth
+$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$19.8M
3
+$12M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.88M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$5.14M

Top Sells

1
+$7.29M
2
+$3.92M
3
+$3.53M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.65M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M

Sector Composition

1 Consumer Staples 8.23%
2 Technology 0.88%
3 Financials 0.76%
4 Consumer Discretionary 0.55%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.59K ﹤0.01%
1,000
252
$6.53K ﹤0.01%
45
253
$6.53K ﹤0.01%
73
254
$6.38K ﹤0.01%
1,500
255
$6.26K ﹤0.01%
59
256
$6.15K ﹤0.01%
115
+90
257
$6.14K ﹤0.01%
500
258
$6.12K ﹤0.01%
39
259
$6.09K ﹤0.01%
135
260
$6.05K ﹤0.01%
57
261
$5.77K ﹤0.01%
22
262
$5.75K ﹤0.01%
108
-132
263
$5.62K ﹤0.01%
87
264
$5.58K ﹤0.01%
1,000
265
$5.46K ﹤0.01%
10
266
$5.4K ﹤0.01%
60
267
$5.39K ﹤0.01%
325
268
$5.35K ﹤0.01%
57
269
$5.23K ﹤0.01%
48
270
$5.19K ﹤0.01%
45
+25
271
$5.18K ﹤0.01%
30
-46
272
$5.02K ﹤0.01%
28
273
$4.9K ﹤0.01%
+2,678
274
$4.89K ﹤0.01%
30
275
$4.88K ﹤0.01%
50
9 10
11
12 13