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
$296M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$10.4M
3
+$9.89M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.9M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.53M

Top Sells

1
+$15.4M
2
+$7.54M
3
+$6.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.11M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.06M

Sector Composition

1 Consumer Staples 11.56%
2 Technology 0.57%
3 Consumer Discretionary 0.33%
4 Financials 0.33%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.01K ﹤0.01%
+38
277
$1.01K ﹤0.01%
+172
278
$992 ﹤0.01%
+71
279
$935 ﹤0.01%
+47
280
$897 ﹤0.01%
+23
281
$882 ﹤0.01%
+97
282
$865 ﹤0.01%
+50
283
$846 ﹤0.01%
+95
284
$705 ﹤0.01%
+21
285
$686 ﹤0.01%
+82
286
$545 ﹤0.01%
+58
287
$536 ﹤0.01%
+22
288
$529 ﹤0.01%
+12
289
$444 ﹤0.01%
+72
290
$434 ﹤0.01%
+118
291
$403 ﹤0.01%
+8
292
$398 ﹤0.01%
+36
293
$365 ﹤0.01%
+30
294
$362 ﹤0.01%
+24
295
$300 ﹤0.01%
+6
296
$287 ﹤0.01%
+105
297
$279 ﹤0.01%
+3
298
$202 ﹤0.01%
+2
299
$144 ﹤0.01%
+15
300
$103 ﹤0.01%
+3
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