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
$484M
AUM Growth
+$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$19.8M
3
+$12M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.88M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$5.14M

Top Sells

1
+$7.29M
2
+$3.92M
3
+$3.53M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.65M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M

Sector Composition

1 Consumer Staples 8.23%
2 Technology 0.88%
3 Financials 0.76%
4 Consumer Discretionary 0.55%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.57K ﹤0.01%
+15
302
$3.56K ﹤0.01%
+30
303
$3.52K ﹤0.01%
77
304
$3.51K ﹤0.01%
45
305
$3.39K ﹤0.01%
91
-162
306
$3.3K ﹤0.01%
12
307
$3.19K ﹤0.01%
+137
308
$3.18K ﹤0.01%
60
309
$3.09K ﹤0.01%
42
310
$3.07K ﹤0.01%
500
311
$3.01K ﹤0.01%
+15
312
$2.91K ﹤0.01%
63
313
$2.89K ﹤0.01%
+132
314
$2.84K ﹤0.01%
+457
315
$2.82K ﹤0.01%
100
+60
316
$2.75K ﹤0.01%
+10
317
$2.74K ﹤0.01%
+83
318
$2.65K ﹤0.01%
55
319
$2.63K ﹤0.01%
40
320
$2.52K ﹤0.01%
+197
321
$2.44K ﹤0.01%
250
-100
322
$2.4K ﹤0.01%
51
323
$2.39K ﹤0.01%
40
324
$2.38K ﹤0.01%
21
325
$2.35K ﹤0.01%
61
11 12
13
14 15