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
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