SHIM
Stone House Investment Management Portfolio holdings
AUM
$544M
This Quarter Return
+7.22%
1 Year Return
+10.82%
3 Year Return
+38.87%
5 Year Return
+55.65%
10 Year Return
–
AUM
$292M
AUM Growth
+$292M
(+14%)
Cap. Flow
+$19.4M
Cap. Flow
% of AUM
6.62%
Top 10 Holdings %
Top 10 Hldgs %
79.3%
Holding
46
New
8
Increased
17
Reduced
15
Closed
4
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$7.85M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
$4.92M |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$4.42M |
| 4 |
iShares Fallen Angels USD Bond ETF
FALN
|
$3.87M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$3.33M |
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$6.92M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$4.47M |
| 3 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$3.62M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$2.16M |
| 5 |
Fidelity MSCI Financials Index ETF
FNCL
|
$1.85M |
Sector Composition
| 1 | Consumer Staples | 11.91% |
| 2 | Technology | 0.57% |
| 3 | Financials | 0.33% |
| 4 | Consumer Discretionary | 0.18% |
| 5 | Healthcare | 0.13% |
