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
401
$2.27K ﹤0.01%
50
402
$2.26K ﹤0.01%
51
-2,776
403
$2.25K ﹤0.01%
+32
404
$2.22K ﹤0.01%
+16
405
$2.2K ﹤0.01%
1,000
406
$2.17K ﹤0.01%
+9
407
$2.16K ﹤0.01%
+25
408
$2.15K ﹤0.01%
50
409
$2.1K ﹤0.01%
500
410
$2.08K ﹤0.01%
+185
411
$2.06K ﹤0.01%
+190
412
$2.04K ﹤0.01%
+14
413
$1.94K ﹤0.01%
500
414
$1.81K ﹤0.01%
+20
415
$1.8K ﹤0.01%
20
-46
416
$1.76K ﹤0.01%
14
-15
417
$1.75K ﹤0.01%
10
-18
418
$1.73K ﹤0.01%
+52
419
$1.66K ﹤0.01%
+52
420
$1.66K ﹤0.01%
+500
421
$1.63K ﹤0.01%
+10
422
$1.63K ﹤0.01%
1,000
-150
423
$1.59K ﹤0.01%
147
+3
424
$1.54K ﹤0.01%
+4
425
$1.53K ﹤0.01%
40
-21
15 16
17
18 19