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
351
$4.17K ﹤0.01%
1,668
352
$4.14K ﹤0.01%
45
353
$4.13K ﹤0.01%
+84
354
$4.12K ﹤0.01%
+12
355
$4.11K ﹤0.01%
27
-3
356
$4.06K ﹤0.01%
200
357
$4.02K ﹤0.01%
1,000
358
$3.98K ﹤0.01%
+22
359
$3.96K ﹤0.01%
+10
360
$3.92K ﹤0.01%
20
-10
361
$3.89K ﹤0.01%
+120
362
$3.86K ﹤0.01%
+63
363
$3.85K ﹤0.01%
+11
364
$3.81K ﹤0.01%
82
+30
365
$3.78K ﹤0.01%
9
366
$3.73K ﹤0.01%
30
367
$3.7K ﹤0.01%
+165
368
$3.65K ﹤0.01%
+100
369
$3.62K ﹤0.01%
350
+100
370
$3.6K ﹤0.01%
+834
371
$3.48K ﹤0.01%
1,300
372
$3.45K ﹤0.01%
+11
373
$3.4K ﹤0.01%
+90
374
$3.38K ﹤0.01%
84
+4
375
$3.32K ﹤0.01%
+16
13 14
15
16 17