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
$192M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.65M
3
+$4.28M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.57M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.8M

Top Sells

1
+$4.16M
2
+$1.82M
3
+$1.47M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.35M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.33M

Sector Composition

1 Consumer Staples 10.19%
2 Financials 0.93%
3 Technology 0.3%
4 Healthcare 0.28%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.88%
27,040
+3,926
27
$1.4M 0.73%
31,523
+13,027
28
$1.34M 0.7%
26,597
-330
29
$1.32M 0.69%
29,106
+7
30
$1.12M 0.58%
38,231
+4,096
31
$840K 0.44%
24,582
-5,081
32
$831K 0.43%
29,125
+2,749
33
$792K 0.41%
9,610
+883
34
$595K 0.31%
11,939
+743
35
$548K 0.29%
10,835
+3,361
36
$527K 0.27%
5,253
+606
37
$514K 0.27%
6,001
-1,589
38
$452K 0.24%
12,154
-15,777
39
$444K 0.23%
4,371
-8
40
$396K 0.21%
11,082
+886
41
$370K 0.19%
7,788
-1,016
42
$272K 0.14%
10,440
43
$267K 0.14%
6,630
-134
44
$245K 0.13%
+8,109
45
$232K 0.12%
2,177
-9
46
$205K 0.11%
2,058
-267
47
$182K 0.09%
+6,620
48
$176K 0.09%
3,492
-7,927
49
$167K 0.09%
+3,325
50
$165K 0.09%
+7,000
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