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
$174M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$4.03M
3
+$2.65M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.58M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.4M

Top Sells

1
+$2.88M
2
+$2M
3
+$1.58M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$856K
5
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$791K

Sector Composition

1 Consumer Staples 9.74%
2 Financials 0.71%
3 Technology 0.29%
4 Healthcare 0.17%
5 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.71%
29,092
-344
27
$1.22M 0.7%
+24,337
28
$1.2M 0.69%
26,513
-23
29
$1.03M 0.59%
+26,974
30
$967K 0.55%
+29,042
31
$784K 0.45%
+25,486
32
$707K 0.41%
+25,504
33
$678K 0.39%
7,781
-4,038
34
$602K 0.35%
12,117
+670
35
$555K 0.32%
+15,343
36
$539K 0.31%
+6,796
37
$537K 0.31%
+15,427
38
$524K 0.3%
+10,833
39
$508K 0.29%
8,992
+300
40
$497K 0.29%
12,317
-308
41
$440K 0.25%
+4,530
42
$335K 0.19%
3,022
-270
43
$302K 0.17%
7,234
+57
44
$291K 0.17%
5,929
+422
45
$276K 0.16%
2,726
-2,323
46
$253K 0.15%
11,235
47
$240K 0.14%
+7,707
48
$238K 0.14%
2,411
+50
49
$226K 0.13%
+6,805
50
$209K 0.12%
1,210
-2,635
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