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
$287M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$21.2M
3
+$18.9M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.2M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$8.55M

Top Sells

1
+$30.6M
2
+$11.5M
3
+$8.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.57M
5
MBB icon
iShares MBS ETF
MBB
+$6.75M

Sector Composition

1 Consumer Staples 10.54%
2 Technology 0.64%
3 Consumer Discretionary 0.4%
4 Financials 0.26%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$890K 0.31%
8,682
-17,378
27
$823K 0.29%
7,999
+1,934
28
$713K 0.25%
+17,315
29
$472K 0.16%
11,782
-435
30
$363K 0.13%
16,467
-521,116
31
$310K 0.11%
3,304
-85,952
32
$294K 0.1%
2,314
-144
33
$284K 0.1%
4,848
+1,398
34
$266K 0.09%
5,366
+5,360
35
$244K 0.08%
1,172
+142
36
$240K 0.08%
961
+11
37
$220K 0.08%
7,440
-386
38
$204K 0.07%
645
+23
39
$190K 0.07%
+6,743
40
$190K 0.07%
3,814
-760
41
$186K 0.06%
4,280
42
$167K 0.06%
1,625
43
$162K 0.06%
780
+4
44
$159K 0.06%
314
-74
45
$149K 0.05%
2,318
-195
46
$146K 0.05%
4,846
+513
47
$133K 0.05%
1,033
+116
48
$130K 0.05%
3,917
+2
49
$124K 0.04%
948
+59
50
$118K 0.04%
389
+1
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