SHIM
Stone House Investment Management Portfolio holdings
AUM
$544M
This Quarter Return
+2.59%
1 Year Return
+10.82%
3 Year Return
+38.87%
5 Year Return
+55.65%
10 Year Return
–
AUM
$385M
AUM Growth
+$385M
(-9.5%)
Cap. Flow
-$48.9M
Cap. Flow
% of AUM
-12.71%
Top 10 Holdings %
Top 10 Hldgs %
75.62%
Holding
443
New
43
Increased
101
Reduced
97
Closed
66
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$48.4M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$19.2M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$6.6M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$4.69M |
| 5 |
iShares Global Energy ETF
IXC
|
$2.25M |
Sector Composition
| 1 | Consumer Staples | 9.73% |
| 2 | Technology | 1.07% |
| 3 | Financials | 0.83% |
| 4 | Consumer Discretionary | 0.67% |
| 5 | Healthcare | 0.37% |
