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
$290M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.4M
3
+$4.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.55M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.5M

Top Sells

1
+$15.7M
2
+$13.6M
3
+$8.55M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.08M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.81M

Sector Composition

1 Consumer Staples 10.04%
2 Technology 0.71%
3 Consumer Discretionary 0.44%
4 Financials 0.31%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.5K ﹤0.01%
74
277
$1.47K ﹤0.01%
36
-329
278
$1.42K ﹤0.01%
33
279
$1.42K ﹤0.01%
48
280
$1.41K ﹤0.01%
29
281
$1.39K ﹤0.01%
60
282
$1.38K ﹤0.01%
5
283
$1.33K ﹤0.01%
299
284
$1.31K ﹤0.01%
334
+1
285
$1.3K ﹤0.01%
192
+3
286
$1.28K ﹤0.01%
28
287
$1.26K ﹤0.01%
552
288
$1.25K ﹤0.01%
+100
289
$1.2K ﹤0.01%
75
+2
290
$1.17K ﹤0.01%
38
291
$1.16K ﹤0.01%
200
292
$1.14K ﹤0.01%
+20
293
$1.09K ﹤0.01%
18
294
$1.07K ﹤0.01%
+79
295
$1.05K ﹤0.01%
+52
296
$1.04K ﹤0.01%
+52
297
$1.03K ﹤0.01%
+470
298
$1.03K ﹤0.01%
+570
299
$1.02K ﹤0.01%
+79
300
$1.02K ﹤0.01%
+183
10 11
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