SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$594M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.1M
3
+$4.97M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.86M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$4.64M

Top Sells

1
+$13.2M
2
+$10.3M
3
+$5.85M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.45M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.86M

Sector Composition

1 Consumer Staples 6.09%
2 Technology 0.96%
3 Financials 0.7%
4 Consumer Discretionary 0.53%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4.86K ﹤0.01%
+212
377
$4.81K ﹤0.01%
31
+4
378
$4.79K ﹤0.01%
+100
379
$4.73K ﹤0.01%
+2,220
380
$4.69K ﹤0.01%
+100
381
$4.63K ﹤0.01%
136
+1
382
$4.63K ﹤0.01%
505
383
$4.61K ﹤0.01%
+95
384
$4.57K ﹤0.01%
10
+1
385
$4.57K ﹤0.01%
50
386
$4.52K ﹤0.01%
+111
387
$4.44K ﹤0.01%
12
+2
388
$4.42K ﹤0.01%
+30
389
$4.41K ﹤0.01%
22
390
$4.4K ﹤0.01%
+67
391
$4.38K ﹤0.01%
118
+81
392
$4.33K ﹤0.01%
128
+56
393
$4.32K ﹤0.01%
+75
394
$4.31K ﹤0.01%
+40
395
$4.31K ﹤0.01%
48
+3
396
$4.3K ﹤0.01%
+44
397
$4.19K ﹤0.01%
120
398
$4.18K ﹤0.01%
122
-10
399
$4.14K ﹤0.01%
22
400
$4.1K ﹤0.01%
+147
14 15
16
17 18