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
326
$4.94K ﹤0.01%
25
327
$4.93K ﹤0.01%
+20
328
$4.93K ﹤0.01%
40
-31
329
$4.87K ﹤0.01%
2,678
330
$4.87K ﹤0.01%
292
331
$4.85K ﹤0.01%
30
332
$4.8K ﹤0.01%
98
-14,536
333
$4.79K ﹤0.01%
+100
334
$4.74K ﹤0.01%
57
+17
335
$4.68K ﹤0.01%
50
336
$4.67K ﹤0.01%
45
+25
337
$4.64K ﹤0.01%
+297
338
$4.64K ﹤0.01%
73
339
$4.61K ﹤0.01%
22
340
$4.53K ﹤0.01%
171
341
$4.49K ﹤0.01%
77
342
$4.38K ﹤0.01%
144
343
$4.37K ﹤0.01%
100
344
$4.36K ﹤0.01%
+95
345
$4.35K ﹤0.01%
+324
346
$4.34K ﹤0.01%
1,390
347
$4.29K ﹤0.01%
+120
348
$4.28K ﹤0.01%
135
+4
349
$4.26K ﹤0.01%
12
350
$4.2K ﹤0.01%
65
12 13
14
15 16