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
351
$1.16K ﹤0.01%
20
352
$1.11K ﹤0.01%
+45
353
$1.1K ﹤0.01%
45
354
$1.1K ﹤0.01%
+10
355
$1.09K ﹤0.01%
+33
356
$1.06K ﹤0.01%
+78
357
$1.06K ﹤0.01%
143
358
$973 ﹤0.01%
68
359
$928 ﹤0.01%
160
360
$880 ﹤0.01%
+43
361
$620 ﹤0.01%
7
362
$586 ﹤0.01%
8
363
$540 ﹤0.01%
12
364
$443 ﹤0.01%
50
365
$322 ﹤0.01%
+13
366
$278 ﹤0.01%
2,409
367
$273 ﹤0.01%
3
368
$255 ﹤0.01%
+100
369
$198 ﹤0.01%
24
370
$174 ﹤0.01%
15
371
$115 ﹤0.01%
5
372
$99 ﹤0.01%
50
373
$95 ﹤0.01%
1
-300
374
$52 ﹤0.01%
+2
375
$33 ﹤0.01%
4
13 14
15
16 17