SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.4M
3
+$10.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.64M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$8.73M

Top Sells

1
+$30M
2
+$9.95M
3
+$9.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.16M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.94M

Sector Composition

1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.51K ﹤0.01%
53
277
$8.45K ﹤0.01%
+24
278
$8.29K ﹤0.01%
11
279
$8.28K ﹤0.01%
+79
280
$8.24K ﹤0.01%
+1,100
281
$8.09K ﹤0.01%
102
282
$8.02K ﹤0.01%
26
283
$7.92K ﹤0.01%
+127
284
$7.46K ﹤0.01%
208
-109
285
$7.26K ﹤0.01%
23
286
$7.17K ﹤0.01%
+56
287
$7.16K ﹤0.01%
165
-28
288
$7.09K ﹤0.01%
135
289
$7.06K ﹤0.01%
30
-24
290
$6.86K ﹤0.01%
153
+50
291
$6.85K ﹤0.01%
1,007
292
$6.72K ﹤0.01%
39
-1
293
$6.67K ﹤0.01%
409
+50
294
$6.61K ﹤0.01%
39
295
$6.57K ﹤0.01%
+300
296
$6.49K ﹤0.01%
1,000
297
$6.47K ﹤0.01%
39
298
$6.47K ﹤0.01%
146
+80
299
$6.46K ﹤0.01%
57
-200
300
$6.41K ﹤0.01%
+186
10 11
12
13 14