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
$140M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.88M
3
+$1.4M
4
PG icon
Procter & Gamble
PG
+$1.16M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.12M

Top Sells

1
+$3.55M
2
+$2.72M
3
+$2.39M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.86M

Sector Composition

1 Consumer Staples 13.36%
2 Financials 1.01%
3 Technology 0.17%
4 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.75%
32,607
-11,342
27
$986K 0.7%
41,979
-10,913
28
$553K 0.39%
5,829
-421
29
$501K 0.36%
17,326
-60
30
$424K 0.3%
5,317
-217
31
$418K 0.3%
11,004
-441
32
$356K 0.25%
4,385
+31
33
$281K 0.2%
5,385
-425
34
$248K 0.18%
+2,093
35
$243K 0.17%
6,304
+24
36
$230K 0.16%
6,799
-828
37
$225K 0.16%
+4,354
38
– –
-21,055
39
– –
-17,652
1
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