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
$201M
AUM Growth
+$9.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.8M
3
+$2.37M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.96M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.1M

Top Sells

1
+$3.32M
2
+$2.77M
3
+$1.86M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.12M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$847K

Sector Composition

1 Consumer Staples 11.7%
2 Financials 0.66%
3 Technology 0.22%
4 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.69%
46,738
+17,526
27
$1.32M 0.66%
29,120
+7
28
$1.21M 0.6%
41,038
+2,502
29
$894K 0.45%
34,021
+15,704
30
$837K 0.42%
7,508
+2,525
31
$781K 0.39%
22,776
+1,476
32
$769K 0.38%
18,805
+30
33
$552K 0.28%
+7,489
34
$541K 0.27%
10,745
-4,029
35
$539K 0.27%
6,161
+169
36
$471K 0.23%
5,310
-724
37
$464K 0.23%
11,943
+220
38
$442K 0.22%
7,904
+24
39
$279K 0.14%
+8,011
40
$271K 0.14%
+6,601
41
$263K 0.13%
7,451
-10,630
42
$230K 0.11%
6,751
+67
1
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