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
$425M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$19.4M
3
+$12.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M

Top Sells

1
+$9.8M
2
+$7.4M
3
+$4.17M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.67M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.32M

Sector Composition

1 Consumer Staples 8.48%
2 Technology 0.89%
3 Financials 0.73%
4 Consumer Discretionary 0.57%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6.19K ﹤0.01%
+25
277
$6.17K ﹤0.01%
83
278
$6.02K ﹤0.01%
20
279
$5.99K ﹤0.01%
87
280
$5.92K ﹤0.01%
73
281
$5.9K ﹤0.01%
22
282
$5.8K ﹤0.01%
80
283
$5.74K ﹤0.01%
+64
284
$5.65K ﹤0.01%
+39
285
$5.23K ﹤0.01%
60
286
$5.21K ﹤0.01%
157
287
$5.11K ﹤0.01%
+89
288
$5.09K ﹤0.01%
+500
289
$5.09K ﹤0.01%
29
290
$4.96K ﹤0.01%
45
291
$4.96K ﹤0.01%
+86
292
$4.89K ﹤0.01%
45
293
$4.59K ﹤0.01%
144
294
$4.53K ﹤0.01%
42
295
$4.41K ﹤0.01%
100
296
$4.38K ﹤0.01%
+35
297
$4.13K ﹤0.01%
57
-108
298
$4.11K ﹤0.01%
+10
299
$4.04K ﹤0.01%
29
300
$4.02K ﹤0.01%
101
10 11
12
13 14