We are live on ! Find out more
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
$425M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$18.3M
3
+$11.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.67M

Top Sells

1
+$9.29M
2
+$7.38M
3
+$3.97M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.66M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.26M

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
401
– –
-8
402
– –
-97
403
– –
-150
404
– –
-10
405
– –
-86
406
– –
-29
407
– –
-72
408
– –
-200
409
– –
-592
410
– –
-98
411
– –
-636
412
– –
-474
413
– –
-149
414
– –
-100
415
– –
-160
416
– –
-222
417
– –
-300
418
– –
-570
419
– –
-100
420
– –
-17
421
– –
-35
422
– –
-500
423
– –
-30
424
– –
-76
425
– –
-1,000
14 15 16
17
18