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
$287M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$21.2M
3
+$18.9M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$8.55M

Top Sells

1
+$30.6M
2
+$11.5M
3
+$8.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.57M
5
MBB icon
iShares MBS ETF
MBB
+$6.75M

Sector Composition

1 Consumer Staples 10.54%
2 Technology 0.64%
3 Consumer Discretionary 0.4%
4 Financials 0.26%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$213 ﹤0.01%
2
327
$170 ﹤0.01%
118
328
$148 ﹤0.01%
15
329
$128 ﹤0.01%
3
330
$116 ﹤0.01%
3
331
$113 ﹤0.01%
31
332
$46 ﹤0.01%
8
333
$36 ﹤0.01%
1
334
$26 ﹤0.01%
4
335
$14 ﹤0.01%
2
336
$8 ﹤0.01%
1
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