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
$199M
AUM Growth
-$52K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$52K

Sector Composition

1 Consumer Staples 13.64%
2 Technology 0.58%
3 Financials 0.43%
4 Consumer Discretionary 0.23%
5 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$525K 0.26%
3,719
27
$516K 0.26%
8,085
28
$513K 0.26%
9,669
29
$438K 0.22%
3,649
30
$262K 0.13%
9,389
31
$246K 0.12%
2,229
32
$234K 0.12%
1,440
33
$232K 0.12%
6,295
34
$222K 0.11%
942
35
$216K 0.11%
3,024
36
-1,320