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
$257M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$516
2
+$471

Top Sells

1
+$1.72K

Sector Composition

1 Consumer Staples 10.41%
2 Technology 0.45%
3 Financials 0.31%
4 Healthcare 0.1%
5 Materials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$687K 0.27%
6,960
27
$667K 0.26%
6,254
28
$496K 0.19%
8,624
29
$378K 0.15%
14,700
30
$350K 0.14%
3,237
31
$310K 0.12%
10,937
32
$285K 0.11%
5,336
33
$265K 0.1%
1,834
34
$246K 0.1%
6,269
35
$233K 0.09%
14,224
36
$218K 0.09%
7,810
37
$213K 0.08%
1,240
38
$212K 0.08%
7,275
1
2