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
$425M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$19.4M
3
+$12.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M

Top Sells

1
+$9.8M
2
+$7.4M
3
+$4.17M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.67M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.32M

Sector Composition

1 Consumer Staples 8.48%
2 Technology 0.89%
3 Financials 0.73%
4 Consumer Discretionary 0.57%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.88K ﹤0.01%
25
302
$3.85K ﹤0.01%
+350
303
$3.74K ﹤0.01%
45
304
$3.69K ﹤0.01%
+20
305
$3.66K ﹤0.01%
+10
306
$3.63K ﹤0.01%
160
+60
307
$3.63K ﹤0.01%
+100
308
$3.62K ﹤0.01%
118
+1
309
$3.4K ﹤0.01%
100
310
$3.39K ﹤0.01%
21
311
$3.37K ﹤0.01%
2,409
312
$3.32K ﹤0.01%
+4
313
$3.27K ﹤0.01%
+40
314
$3.2K ﹤0.01%
23
315
$3.18K ﹤0.01%
61
316
$3.07K ﹤0.01%
+20
317
$3.05K ﹤0.01%
+45
318
$3.01K ﹤0.01%
60
319
$3K ﹤0.01%
77
320
$2.98K ﹤0.01%
20
321
$2.94K ﹤0.01%
10
322
$2.81K ﹤0.01%
82
323
$2.71K ﹤0.01%
+267
324
$2.71K ﹤0.01%
+53
325
$2.65K ﹤0.01%
4,000
-1,200
11 12
13
14 15