SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$4.95M
3
+$4.2M
4
SIZE icon
iShares MSCI USA Size Factor ETF
SIZE
+$4.14M
5
PG icon
Procter & Gamble
PG
+$1.39M

Top Sells

1
+$24.4M
2
+$14.9M
3
+$7.89M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6M
5
MBB icon
iShares MBS ETF
MBB
+$5.31M

Sector Composition

1 Consumer Staples 18.26%
2 Healthcare 0.18%
3 Financials 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$230K 0.17%
+1,973
27
$206K 0.15%
+3,979
28
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-7,904
29
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-132,033
30
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34
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35
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36
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37
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38
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39
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40
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41
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42
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43
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44
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45
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47
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48
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49
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-41,555
50
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