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
326
$4.42K ﹤0.01%
+100
327
$4.42K ﹤0.01%
+50
328
$4.41K ﹤0.01%
+30
329
$4.21K ﹤0.01%
+12
330
$4.08K ﹤0.01%
+30
331
$4.05K ﹤0.01%
+107
332
$4.03K ﹤0.01%
+144
333
$4.02K ﹤0.01%
+19
334
$4K ﹤0.01%
+131
335
$4K ﹤0.01%
+50
336
$3.99K ﹤0.01%
+20
337
$3.99K ﹤0.01%
+22
338
$3.97K ﹤0.01%
+29
339
$3.94K ﹤0.01%
+9
340
$3.79K ﹤0.01%
+200
341
$3.79K ﹤0.01%
+500
342
$3.78K ﹤0.01%
+30
343
$3.66K ﹤0.01%
+981
344
$3.64K ﹤0.01%
+100
345
$3.52K ﹤0.01%
+1,300
346
$3.52K ﹤0.01%
+45
347
$3.48K ﹤0.01%
+2,678
348
$3.47K ﹤0.01%
+100
349
$3.46K ﹤0.01%
+40
350
$3.42K ﹤0.01%
+100
12 13
14
15 16