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
401
$1.25K ﹤0.01%
+250
402
$1.21K ﹤0.01%
+40
403
$1.16K ﹤0.01%
+24
404
$1.16K ﹤0.01%
+1,000
405
$1.15K ﹤0.01%
+200
406
$1.12K ﹤0.01%
+83
407
$1.12K ﹤0.01%
+20
408
$1.1K ﹤0.01%
+50
409
$1.03K ﹤0.01%
+230
410
$1.02K ﹤0.01%
+9
411
$998 ﹤0.01%
+133
412
$968 ﹤0.01%
+68
413
$914 ﹤0.01%
+110
414
$871 ﹤0.01%
+100
415
$856 ﹤0.01%
+1,270
416
$852 ﹤0.01%
+50
417
$839 ﹤0.01%
+100
418
$696 ﹤0.01%
+8
419
$696 ﹤0.01%
+12
420
$663 ﹤0.01%
+43
421
$572 ﹤0.01%
+7
422
$522 ﹤0.01%
+200
423
$462 ﹤0.01%
+50
424
$258 ﹤0.01%
+24
425
$157 ﹤0.01%
+5
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17
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