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
326
$2.23K ﹤0.01%
38
327
$2.2K ﹤0.01%
299
328
$2.2K ﹤0.01%
115
329
$2.19K ﹤0.01%
54
330
$2.15K ﹤0.01%
25
331
$2.13K ﹤0.01%
39
332
$2.12K ﹤0.01%
48
333
$2.12K ﹤0.01%
25
334
$2.09K ﹤0.01%
74
335
$2.06K ﹤0.01%
300
336
$2.04K ﹤0.01%
16
337
$2.03K ﹤0.01%
+50
338
$1.77K ﹤0.01%
20
339
$1.69K ﹤0.01%
20
-73
340
$1.52K ﹤0.01%
250
341
$1.51K ﹤0.01%
+1,270
342
$1.51K ﹤0.01%
6
+1
343
$1.5K ﹤0.01%
+230
344
$1.49K ﹤0.01%
552
345
$1.48K ﹤0.01%
140
346
$1.47K ﹤0.01%
52
347
$1.43K ﹤0.01%
200
348
$1.28K ﹤0.01%
50
349
$1.27K ﹤0.01%
400
350
$1.17K ﹤0.01%
+50
12 13
14
15 16