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
$139M
AUM Growth
+$5.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.42M
3
+$1.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.17M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$554K

Top Sells

1
+$1.88M
2
+$1.6M
3
+$1.07M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$816K
5
MBB icon
iShares MBS ETF
MBB
+$230K

Sector Composition

1 Consumer Staples 12.11%
2 Financials 0.93%
3 Healthcare 0.17%
4 Technology 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.93%
29,703
-744
27
$1.17M 0.84%
+9,353
28
$1.16M 0.83%
52,892
-2,769
29
$579K 0.42%
6,250
-10
30
$494K 0.35%
17,386
+484
31
$442K 0.32%
5,534
-154
32
$416K 0.3%
11,445
+65
33
$340K 0.24%
4,354
-213
34
$303K 0.22%
5,810
+73
35
$243K 0.17%
7,627
+76
36
$228K 0.16%
2,886
+19
37
$226K 0.16%
6,280
+24
38
– –
-2,160
39
– –
-4,126
1
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