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
$385M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.22M
3
+$3.38M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$3.21M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.68M

Top Sells

1
+$46.5M
2
+$19.2M
3
+$6.34M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.81M
5
IXC icon
iShares Global Energy ETF
IXC
+$2.32M

Sector Composition

1 Consumer Staples 9.73%
2 Technology 1.07%
3 Financials 0.83%
4 Consumer Discretionary 0.67%
5 Healthcare 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-1,200
402
– –
-83
403
– –
-334
404
– –
-21
405
– –
-79
406
– –
-18
407
– –
-34
408
– –
-1,500
409
– –
-15
410
– –
-97
411
– –
-29
412
– –
-52
413
– –
-25
414
– –
-35
415
– –
-200
416
– –
-100
417
– –
-50
418
– –
-183
419
– –
-105
420
– –
0
421
– –
-160
422
– –
-60
423
– –
-28
424
– –
-10
425
– –
-38
14 15 16
17
18