SHIM

Stone House Investment Management Portfolio holdings

AUM $594M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$484M
AUM Growth
+$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$19.8M
3
+$12M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.88M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$5.14M

Top Sells

1
+$7.29M
2
+$3.92M
3
+$3.53M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.65M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M

Sector Composition

1 Consumer Staples 8.23%
2 Technology 0.88%
3 Financials 0.76%
4 Consumer Discretionary 0.55%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.85K ﹤0.01%
+244
277
$4.82K ﹤0.01%
144
278
$4.76K ﹤0.01%
+195
279
$4.63K ﹤0.01%
100
280
$4.59K ﹤0.01%
102
281
$4.51K ﹤0.01%
+44
282
$4.46K ﹤0.01%
+50
283
$4.31K ﹤0.01%
+1,538
284
$4.29K ﹤0.01%
29
285
$4.1K ﹤0.01%
200
286
$4.09K ﹤0.01%
+1,668
287
$4.08K ﹤0.01%
23
288
$4.06K ﹤0.01%
40
289
$4.05K ﹤0.01%
+9
290
$4K ﹤0.01%
22
291
$4K ﹤0.01%
121
+1
292
$3.99K ﹤0.01%
50
293
$3.98K ﹤0.01%
40
294
$3.87K ﹤0.01%
+15
295
$3.86K ﹤0.01%
45
296
$3.82K ﹤0.01%
+696
297
$3.75K ﹤0.01%
100
298
$3.72K ﹤0.01%
100
299
$3.63K ﹤0.01%
45
300
$3.62K ﹤0.01%
1,062
10 11
12
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