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
$493M
AUM Growth
+$99.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.2M
3
+$9.91M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.5M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$7.89M

Top Sells

1
+$5.41M
2
+$4.53M
3
+$3.55M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.21M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.18M

Sector Composition

1 Consumer Staples 7.4%
2 Financials 0.89%
3 Technology 0.83%
4 Consumer Discretionary 0.54%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7.64K ﹤0.01%
+78
277
$7.59K ﹤0.01%
+127
278
$7.39K ﹤0.01%
+505
279
$7.25K ﹤0.01%
+300
280
$7.17K ﹤0.01%
+102
281
$7.16K ﹤0.01%
+101
282
$6.96K ﹤0.01%
+29
283
$6.96K ﹤0.01%
+16
284
$6.89K ﹤0.01%
+11
285
$6.84K ﹤0.01%
+350
286
$6.67K ﹤0.01%
+39
287
$6.65K ﹤0.01%
+325
288
$6.6K ﹤0.01%
+20
289
$6.58K ﹤0.01%
+73
290
$6.52K ﹤0.01%
+215
291
$6.45K ﹤0.01%
+3,000
292
$6.35K ﹤0.01%
+1,200
293
$6.25K ﹤0.01%
+23
294
$6.17K ﹤0.01%
+135
295
$6.17K ﹤0.01%
+71
296
$5.97K ﹤0.01%
+39
297
$5.97K ﹤0.01%
+171
298
$5.85K ﹤0.01%
+1,000
299
$5.74K ﹤0.01%
+88
300
$5.63K ﹤0.01%
+87
10 11
12
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