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
351
$3.42K ﹤0.01%
+40
352
$3.38K ﹤0.01%
+30
353
$3.33K ﹤0.01%
+1,000
354
$3.33K ﹤0.01%
+500
355
$3.23K ﹤0.01%
+80
356
$3.19K ﹤0.01%
+200
357
$3.14K ﹤0.01%
+15
358
$3.07K ﹤0.01%
+60
359
$3.06K ﹤0.01%
+90
360
$3.06K ﹤0.01%
+297
361
$2.98K ﹤0.01%
+359
362
$2.94K ﹤0.01%
+1,668
363
$2.91K ﹤0.01%
+50
364
$2.89K ﹤0.01%
+40
365
$2.71K ﹤0.01%
+73
366
$2.7K ﹤0.01%
+42
367
$2.67K ﹤0.01%
+25
368
$2.63K ﹤0.01%
+27
369
$2.62K ﹤0.01%
+61
370
$2.5K ﹤0.01%
+500
371
$2.49K ﹤0.01%
+63
372
$2.3K ﹤0.01%
+21
373
$2.24K ﹤0.01%
+25
374
$2.23K ﹤0.01%
+48
375
$2.22K ﹤0.01%
+50
13 14
15
16 17