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
376
$3.26K ﹤0.01%
+78
377
$3.16K ﹤0.01%
100
378
$3.15K ﹤0.01%
58
-1,879
379
$3.15K ﹤0.01%
60
380
$3.15K ﹤0.01%
105
-110
381
$3.11K ﹤0.01%
+81
382
$3.06K ﹤0.01%
+59
383
$3.04K ﹤0.01%
42
384
$3.01K ﹤0.01%
+25
385
$2.97K ﹤0.01%
+27
386
$2.93K ﹤0.01%
26
+1
387
$2.92K ﹤0.01%
33
-8,808
388
$2.85K ﹤0.01%
10
-5
389
$2.85K ﹤0.01%
+70
390
$2.81K ﹤0.01%
27
391
$2.75K ﹤0.01%
132
392
$2.61K ﹤0.01%
+41
393
$2.5K ﹤0.01%
21
394
$2.46K ﹤0.01%
192
-105
395
$2.44K ﹤0.01%
+200
396
$2.42K ﹤0.01%
+100
397
$2.36K ﹤0.01%
300
-200
398
$2.32K ﹤0.01%
50
399
$2.29K ﹤0.01%
48
400
$2.29K ﹤0.01%
+10
14 15
16
17 18