SHIM

Stone House Investment Management Portfolio holdings

AUM $594M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
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
+$6.41M
2
+$4.96M
3
+$4.32M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.18M
5
PG icon
Procter & Gamble
PG
+$1.42M

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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-41,038
29
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-22,776
30
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-7,451
31
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-8,011
32
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-11,943
33
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-5,310
34
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-7,904
35
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-132,033
36
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-74,805
37
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-10,745
38
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-29,120
39
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-6,161
40
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-49,044
41
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-18,805
42
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-122,401
43
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-60,972
44
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-99,282
45
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-67,098
46
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-66,199
47
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-81,619
48
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-7,508
49
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-12,159
50
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-41,555
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