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
426
$138 ﹤0.01%
+8
427
$131 ﹤0.01%
+15
428
$50 ﹤0.01%
+2
429
$48 ﹤0.01%
+50
430
$32 ﹤0.01%
+1
431
$25 ﹤0.01%
+1
432
$24 ﹤0.01%
+4
433
– –
0
434
$13 ﹤0.01%
+2
435
$10 ﹤0.01%
+11
436
– –
0
437
$3 ﹤0.01%
+1
438
– –
-11,220
14 15 16 17
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