SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.4M
3
+$10.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.64M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$8.73M

Top Sells

1
+$30M
2
+$9.95M
3
+$9.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.16M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.94M

Sector Composition

1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11.9K ﹤0.01%
65
-30
252
$11.6K ﹤0.01%
51
253
$11.5K ﹤0.01%
79
254
$11.5K ﹤0.01%
399
-112
255
$11.3K ﹤0.01%
1,000
256
$11.3K ﹤0.01%
55
257
$11.1K ﹤0.01%
258
-159
258
$11.1K ﹤0.01%
54
259
$10.7K ﹤0.01%
144
260
$10.4K ﹤0.01%
45
261
$10.3K ﹤0.01%
31
+1
262
$10.2K ﹤0.01%
20
263
$10.2K ﹤0.01%
82
-57
264
$9.86K ﹤0.01%
70
265
$9.84K ﹤0.01%
350
266
$9.76K ﹤0.01%
379
267
$9.71K ﹤0.01%
+180
268
$9.7K ﹤0.01%
78
269
$9.69K ﹤0.01%
500
270
$9.61K ﹤0.01%
293
-2
271
$9.6K ﹤0.01%
658
272
$9.38K ﹤0.01%
+90
273
$9.28K ﹤0.01%
37
+22
274
$8.78K ﹤0.01%
600
275
$8.67K ﹤0.01%
86
9 10
11
12 13