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
376
$1.05K ﹤0.01%
183
377
$1.05K ﹤0.01%
+129
378
$1.04K ﹤0.01%
79
379
$1.03K ﹤0.01%
68
-65
380
$1.01K ﹤0.01%
+20
381
$1.01K ﹤0.01%
+23
382
$1.01K ﹤0.01%
+33
383
$978 ﹤0.01%
+65
384
$961 ﹤0.01%
36
385
$956 ﹤0.01%
52
386
$947 ﹤0.01%
+95
387
$938 ﹤0.01%
18
388
$722 ﹤0.01%
97
+1
389
$625 ﹤0.01%
8
390
$618 ﹤0.01%
12
391
$542 ﹤0.01%
+25
392
$540 ﹤0.01%
50
393
$532 ﹤0.01%
50
394
$291 ﹤0.01%
2
395
$210 ﹤0.01%
24
396
$203 ﹤0.01%
3
397
$179 ﹤0.01%
15
398
$29 ﹤0.01%
4
399
$15 ﹤0.01%
2
400
– –
-200
14 15
16
17 18