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
326
$2.63K ﹤0.01%
50
327
$2.54K ﹤0.01%
16
328
$2.51K ﹤0.01%
+40
329
$2.49K ﹤0.01%
+34
330
$2.48K ﹤0.01%
+41
331
$2.44K ﹤0.01%
250
332
$2.43K ﹤0.01%
+20
333
$2.31K ﹤0.01%
+99
334
$2.29K ﹤0.01%
54
335
$2.28K ﹤0.01%
+132
336
$2.28K ﹤0.01%
103
337
$2.27K ﹤0.01%
142
+67
338
$2.26K ﹤0.01%
+39
339
$2.25K ﹤0.01%
1,000
340
$2.23K ﹤0.01%
+15
341
$2.21K ﹤0.01%
30
342
$2.16K ﹤0.01%
+15
343
$2.13K ﹤0.01%
51
+1
344
$2.12K ﹤0.01%
130
345
$2.09K ﹤0.01%
100
346
$2.08K ﹤0.01%
55
347
$2.04K ﹤0.01%
74
-78
348
$2K ﹤0.01%
+15
349
$1.99K ﹤0.01%
48
350
$1.95K ﹤0.01%
20
-80
12 13
14
15 16