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
451
$1.04K ﹤0.01%
+114
452
$1.01K ﹤0.01%
+20
453
$1K ﹤0.01%
+50
454
$1K ﹤0.01%
+117
455
$996 ﹤0.01%
+132
456
$980 ﹤0.01%
+500
457
$970 ﹤0.01%
+500
458
$967 ﹤0.01%
+141
459
$950 ﹤0.01%
83
460
$942 ﹤0.01%
+72
461
$930 ﹤0.01%
+120
462
$915 ﹤0.01%
+1,500
463
$887 ﹤0.01%
+8
464
$885 ﹤0.01%
+380
465
$885 ﹤0.01%
+13
466
$881 ﹤0.01%
+13
467
$860 ﹤0.01%
+100
468
$858 ﹤0.01%
+10
469
$852 ﹤0.01%
+17
470
$851 ﹤0.01%
+10
471
$827 ﹤0.01%
+100
472
$817 ﹤0.01%
+7
473
$816 ﹤0.01%
+108
474
$768 ﹤0.01%
67
+43
475
$707 ﹤0.01%
+7
17 18
19
20 21