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
351
$1.94K ﹤0.01%
20
352
$1.93K ﹤0.01%
+10
353
$1.92K ﹤0.01%
20
354
$1.86K ﹤0.01%
+140
355
$1.78K ﹤0.01%
+25
356
$1.76K ﹤0.01%
+200
357
$1.74K ﹤0.01%
299
358
$1.7K ﹤0.01%
74
359
$1.63K ﹤0.01%
+50
360
$1.58K ﹤0.01%
35
-77
361
$1.58K ﹤0.01%
5
362
$1.57K ﹤0.01%
200
363
$1.53K ﹤0.01%
33
364
$1.44K ﹤0.01%
+21
365
$1.42K ﹤0.01%
+50
366
$1.36K ﹤0.01%
60
367
$1.34K ﹤0.01%
552
368
$1.32K ﹤0.01%
38
369
$1.32K ﹤0.01%
300
370
$1.25K ﹤0.01%
334
371
$1.22K ﹤0.01%
420
372
$1.18K ﹤0.01%
194
+2
373
$1.15K ﹤0.01%
52
374
$1.07K ﹤0.01%
143
375
$1.07K ﹤0.01%
28
13 14
15
16 17