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
$290M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.4M
3
+$4.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.55M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.5M

Top Sells

1
+$15.7M
2
+$13.6M
3
+$8.55M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.08M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.81M

Sector Composition

1 Consumer Staples 10.04%
2 Technology 0.71%
3 Consumer Discretionary 0.44%
4 Financials 0.31%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.01K ﹤0.01%
+35
302
$977 ﹤0.01%
297
+200
303
$971 ﹤0.01%
+143
304
$914 ﹤0.01%
50
305
$892 ﹤0.01%
72
306
$855 ﹤0.01%
+300
307
$677 ﹤0.01%
96
+1
308
$635 ﹤0.01%
12
309
$542 ﹤0.01%
8
310
$459 ﹤0.01%
50
311
$273 ﹤0.01%
24
312
$254 ﹤0.01%
2
313
$162 ﹤0.01%
15
314
$155 ﹤0.01%
3
315
$38 ﹤0.01%
8
316
$33 ﹤0.01%
4
317
$18 ﹤0.01%
2
318
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319
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321
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322
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-500
324
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325
– –
-41
11 12
13
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