SHIM

Stone House Investment Management Portfolio holdings

AUM $544M
1-Year Est. Return 10.82%
This Quarter Est. Return
1 Year Est. Return
+10.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$13.6M
3
+$10.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.58M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.85M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 11.43%
2 Financials 1.25%
3 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 1.26%
+57,212
27
$1.48M 1.25%
+30,440
28
$1.15M 0.97%
+26,389
29
$400K 0.34%
+11,574
30
$377K 0.32%
+9,704
31
$375K 0.32%
+4,721
32
$344K 0.29%
+4,535
33
$259K 0.22%
+2,612
34
$231K 0.19%
+7,481
35
$228K 0.19%
+2,576
1
2