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
$287M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$21.2M
3
+$18.9M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$8.55M

Top Sells

1
+$30.6M
2
+$11.5M
3
+$8.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.57M
5
MBB icon
iShares MBS ETF
MBB
+$6.75M

Sector Composition

1 Consumer Staples 10.54%
2 Technology 0.64%
3 Consumer Discretionary 0.4%
4 Financials 0.26%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.06K ﹤0.01%
72
302
$1.05K ﹤0.01%
+18
303
$1.04K ﹤0.01%
71
304
$1.03K ﹤0.01%
29
305
$978 ﹤0.01%
50
306
$946 ﹤0.01%
63
+3
307
$942 ﹤0.01%
57
+1
308
$898 ﹤0.01%
+200
309
$823 ﹤0.01%
220
+1
310
$811 ﹤0.01%
28
311
$801 ﹤0.01%
1,000
312
$789 ﹤0.01%
53
-447
313
$631 ﹤0.01%
95
314
$610 ﹤0.01%
50
315
$587 ﹤0.01%
12
316
$550 ﹤0.01%
58
317
$486 ﹤0.01%
+100
318
$485 ﹤0.01%
8
319
$475 ﹤0.01%
97
320
$465 ﹤0.01%
110
321
$439 ﹤0.01%
123
322
$413 ﹤0.01%
82
323
$408 ﹤0.01%
+100
324
$369 ﹤0.01%
170
325
$261 ﹤0.01%
24
11 12
13
14 15