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
$296M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$10.4M
3
+$9.89M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.9M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.53M

Top Sells

1
+$15.4M
2
+$7.54M
3
+$6.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.11M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.06M

Sector Composition

1 Consumer Staples 11.56%
2 Technology 0.57%
3 Consumer Discretionary 0.33%
4 Financials 0.33%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$445K 0.15%
4,255
-155
27
$347K 0.12%
7,696
-90
28
$332K 0.11%
3,119
-1,328
29
$290K 0.1%
6,309
+1,488
30
$269K 0.09%
+2,549
31
$247K 0.08%
+8,667
32
$244K 0.08%
+2,358
33
$240K 0.08%
8,875
-5,929
34
$223K 0.08%
1,954
-215
35
$217K 0.07%
+4,389
36
$215K 0.07%
9,595
-11,900
37
$207K 0.07%
+5,526
38
$202K 0.07%
+8,410
39
$192K 0.06%
+3,437
40
$186K 0.06%
+883
41
$183K 0.06%
+387
42
$171K 0.06%
+827
43
$170K 0.06%
+589
44
$169K 0.06%
+2,535
45
$160K 0.05%
3,914
+2
46
$157K 0.05%
+1,600
47
$156K 0.05%
+782
48
$139K 0.05%
+2,655
49
$138K 0.05%
+843
50
$133K 0.04%
+4,780
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