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
$287M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$21.2M
3
+$18.9M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$8.55M

Top Sells

1
+$30.6M
2
+$11.5M
3
+$8.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.57M
5
MBB icon
iShares MBS ETF
MBB
+$6.75M

Sector Composition

1 Consumer Staples 10.54%
2 Technology 0.64%
3 Consumer Discretionary 0.4%
4 Financials 0.26%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.54K ﹤0.01%
33
277
$1.48K ﹤0.01%
41
+1
278
$1.48K ﹤0.01%
333
279
$1.46K ﹤0.01%
48
280
$1.45K ﹤0.01%
51
+2
281
$1.43K ﹤0.01%
5
282
$1.41K ﹤0.01%
+93
283
$1.39K ﹤0.01%
+203
284
$1.39K ﹤0.01%
46
+1
285
$1.39K ﹤0.01%
55
286
$1.34K ﹤0.01%
+25
287
$1.26K ﹤0.01%
73
+2
288
$1.24K ﹤0.01%
+42
289
$1.24K ﹤0.01%
38
290
$1.24K ﹤0.01%
33
291
$1.22K ﹤0.01%
+10
292
$1.22K ﹤0.01%
60
293
$1.19K ﹤0.01%
+20
294
$1.19K ﹤0.01%
299
295
$1.18K ﹤0.01%
+74
296
$1.18K ﹤0.01%
552
297
$1.17K ﹤0.01%
70
298
$1.13K ﹤0.01%
189
+2
299
$1.09K ﹤0.01%
+45
300
$1.09K ﹤0.01%
200
10 11
12
13 14