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
$493M
AUM Growth
+$99.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.2M
3
+$9.91M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.5M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$7.89M

Top Sells

1
+$5.41M
2
+$4.53M
3
+$3.55M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.21M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.18M

Sector Composition

1 Consumer Staples 7.4%
2 Financials 0.89%
3 Technology 0.83%
4 Consumer Discretionary 0.54%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5.49K ﹤0.01%
+45
302
$5.47K ﹤0.01%
+60
303
$5.46K ﹤0.01%
+22
304
$5.45K ﹤0.01%
+66
305
$5.39K ﹤0.01%
+60
306
$5.35K ﹤0.01%
+103
307
$5.29K ﹤0.01%
+10
308
$5.21K ﹤0.01%
+71
309
$5.2K ﹤0.01%
+182
310
$5.15K ﹤0.01%
+255
311
$5.13K ﹤0.01%
+25
312
$5.09K ﹤0.01%
+45
313
$5.07K ﹤0.01%
+15
314
$5.06K ﹤0.01%
+53
315
$4.97K ﹤0.01%
+28
316
$4.94K ﹤0.01%
+292
317
$4.88K ﹤0.01%
+45
318
$4.87K ﹤0.01%
+22
319
$4.81K ﹤0.01%
+1,007
320
$4.81K ﹤0.01%
+24
321
$4.75K ﹤0.01%
+1,500
322
$4.75K ﹤0.01%
+23
323
$4.68K ﹤0.01%
+30
324
$4.63K ﹤0.01%
+77
325
$4.56K ﹤0.01%
+600
11 12
13
14 15