SHIM
Stone House Investment Management Portfolio holdings
AUM
$544M
1-Year Return
10.82%
This Quarter Return
-1.25%
1 Year Return
+10.82%
3 Year Return
+38.87%
5 Year Return
+55.65%
10 Year Return
–
AUM
$394M
AUM Growth
-$90.7M
(-19%)
Cap. Flow
-$83.2M
Cap. Flow
% of AUM
-21.15%
Top 10 Holdings %
Top 10 Hldgs %
73.24%
Holding
381
New
1
Increased
8
Reduced
40
Closed
329
Top Buys
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$6.04M |
| 2 |
iShares Gold Trust
IAU
|
+$1.32M |
| 3 |
iShares Bitcoin Trust
IBIT
|
+$173K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$128K |
| 5 |
iShares Convertible Bond ETF
ICVT
|
+$88K |
Top Sells
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$14.9M |
| 2 |
Procter & Gamble
PG
|
+$12.5M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$11.3M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.99M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$5.31M |
Sector Composition
| 1 | Consumer Staples | 6.42% |
| 2 | Technology | 0.79% |
| 3 | Financials | 0.45% |
| 4 | Consumer Discretionary | 0.35% |
| 5 | Communication Services | 0.16% |
