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
$493M
AUM Growth
+$99.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.2M
3
+$9.91M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.5M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$7.89M

Top Sells

1
+$5.41M
2
+$4.53M
3
+$3.55M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.21M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.18M

Sector Composition

1 Consumer Staples 7.4%
2 Financials 0.89%
3 Technology 0.83%
4 Consumer Discretionary 0.54%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9.87K ﹤0.01%
+190
252
$9.83K ﹤0.01%
+317
253
$9.53K ﹤0.01%
+30
254
$9.52K ﹤0.01%
+30
255
$9.39K ﹤0.01%
+20
256
$9.15K ﹤0.01%
+379
257
$9.14K ﹤0.01%
+295
258
$9.13K ﹤0.01%
+148
259
$9.08K ﹤0.01%
+70
260
$9.06K ﹤0.01%
+144
261
$9.01K ﹤0.01%
+86
262
$8.89K ﹤0.01%
+193
263
$8.87K ﹤0.01%
+1,000
264
$8.85K ﹤0.01%
+658
265
$8.83K ﹤0.01%
+40
266
$8.76K ﹤0.01%
+11
267
$8.5K ﹤0.01%
+51
268
$8.43K ﹤0.01%
+158
269
$8.41K ﹤0.01%
+217
270
$8.34K ﹤0.01%
+1,000
271
$8.21K ﹤0.01%
+29
272
$8.17K ﹤0.01%
+70
273
$7.94K ﹤0.01%
+26
274
$7.87K ﹤0.01%
+60
275
$7.76K ﹤0.01%
+500
9 10
11
12 13