SHIM
Stone House Investment Management Portfolio holdings
AUM
$544M
This Quarter Return
-6.78%
1 Year Return
+10.82%
3 Year Return
+38.87%
5 Year Return
+55.65%
10 Year Return
–
AUM
$215M
AUM Growth
+$215M
(-2.6%)
Cap. Flow
+$9.5M
Cap. Flow
% of AUM
4.41%
Top 10 Holdings %
Top 10 Hldgs %
81.74%
Holding
48
New
8
Increased
16
Reduced
17
Closed
6
Top Buys
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$8.57M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$4.72M |
| 3 |
iShares MBS ETF
MBB
|
$4.05M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.54M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.71M |
Top Sells
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$3.88M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$3.76M |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$3.65M |
| 4 |
Fidelity MSCI Energy Index ETF
FENY
|
$2.99M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$2.71M |
Sector Composition
| 1 | Consumer Staples | 14.03% |
| 2 | Technology | 0.5% |
| 3 | Financials | 0.29% |
| 4 | Consumer Discretionary | 0.1% |
| 5 | Healthcare | 0.1% |
