SHIM

Stone House Investment Management Portfolio holdings

AUM $644M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.4M
3
+$10.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.64M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$8.73M

Top Sells

1
+$30M
2
+$9.95M
3
+$9.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.16M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.94M

Sector Composition

1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6.22K ﹤0.01%
16
302
$6.1K ﹤0.01%
15
303
$5.96K ﹤0.01%
73
304
$5.89K ﹤0.01%
325
305
$5.82K ﹤0.01%
20
306
$5.77K ﹤0.01%
505
307
$5.76K ﹤0.01%
+20
308
$5.67K ﹤0.01%
500
309
$5.64K ﹤0.01%
981
310
$5.51K ﹤0.01%
+20
311
$5.5K ﹤0.01%
100
312
$5.44K ﹤0.01%
22
313
$5.42K ﹤0.01%
+119
314
$5.41K ﹤0.01%
+12
315
$5.35K ﹤0.01%
45
316
$5.34K ﹤0.01%
87
317
$5.31K ﹤0.01%
45
318
$5.31K ﹤0.01%
1,000
319
$5.24K ﹤0.01%
+17
320
$5.23K ﹤0.01%
60
321
$5.14K ﹤0.01%
40
322
$5.11K ﹤0.01%
+75
323
$5.06K ﹤0.01%
1,000
-200
324
$5.03K ﹤0.01%
13
-23
325
$4.95K ﹤0.01%
+1,000
11 12
13
14 15