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
426
$1.52K ﹤0.01%
+230
427
$1.45K ﹤0.01%
62
+60
428
$1.44K ﹤0.01%
552
429
$1.41K ﹤0.01%
+5
430
$1.4K ﹤0.01%
+10
431
$1.37K ﹤0.01%
+75
432
$1.37K ﹤0.01%
299
433
$1.29K ﹤0.01%
250
434
$1.27K ﹤0.01%
6
-23
435
$1.27K ﹤0.01%
+98
436
$1.25K ﹤0.01%
+11
437
$1.25K ﹤0.01%
37
438
$1.22K ﹤0.01%
+340
439
$1.21K ﹤0.01%
+100
440
$1.21K ﹤0.01%
+3
441
$1.2K ﹤0.01%
+200
442
$1.17K ﹤0.01%
50
443
$1.16K ﹤0.01%
+320
444
$1.14K ﹤0.01%
+17
445
$1.13K ﹤0.01%
20
446
$1.12K ﹤0.01%
+100
447
$1.12K ﹤0.01%
+81
448
$1.11K ﹤0.01%
+46
449
$1.07K ﹤0.01%
+10
450
$1.07K ﹤0.01%
+32
16 17
18
19 20