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
376
$2.19K ﹤0.01%
+250
377
$2.19K ﹤0.01%
+66
378
$2.19K ﹤0.01%
+20
379
$2.18K ﹤0.01%
+344
380
$2.11K ﹤0.01%
+55
381
$2.06K ﹤0.01%
+9
382
$2.01K ﹤0.01%
+132
383
$1.84K ﹤0.01%
+50
384
$1.83K ﹤0.01%
+35
385
$1.83K ﹤0.01%
+1,390
386
$1.79K ﹤0.01%
+15
387
$1.73K ﹤0.01%
+299
388
$1.71K ﹤0.01%
+115
389
$1.71K ﹤0.01%
+52
390
$1.69K ﹤0.01%
+74
391
$1.64K ﹤0.01%
+65
392
$1.63K ﹤0.01%
+1,150
393
$1.61K ﹤0.01%
+54
394
$1.49K ﹤0.01%
+50
395
$1.46K ﹤0.01%
+25
396
$1.45K ﹤0.01%
+144
397
$1.45K ﹤0.01%
+20
398
$1.41K ﹤0.01%
+552
399
$1.37K ﹤0.01%
+500
400
$1.34K ﹤0.01%
+37
14 15
16
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