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
$290M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.4M
3
+$4.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.55M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.5M

Top Sells

1
+$15.7M
2
+$13.6M
3
+$8.55M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.08M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.81M

Sector Composition

1 Consumer Staples 10.04%
2 Technology 0.71%
3 Consumer Discretionary 0.44%
4 Financials 0.32%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.39%
12,737
-494
27
$1.02M 0.35%
5,288
-250
28
$733K 0.25%
13,386
-3,929
29
$592K 0.2%
+14,720
30
$574K 0.2%
11,791
+9
31
$558K 0.19%
24,219
+7,752
32
$463K 0.16%
+4,280
33
$384K 0.13%
3,661
+357
34
$363K 0.13%
2,387
+73
35
$329K 0.11%
3,060
-15,643
36
$317K 0.11%
4,848
37
$306K 0.11%
1,317
+145
38
$255K 0.09%
1,732
+107
39
$212K 0.07%
4,280
40
$207K 0.07%
835
-126
41
$202K 0.07%
+2,685
42
$175K 0.06%
784
+4
43
$166K 0.06%
315
+1
44
$158K 0.05%
4,846
45
$157K 0.05%
+6,833
46
$157K 0.05%
2,226
-92
47
$156K 0.05%
+6,541
48
$152K 0.05%
403
-242
49
$146K 0.05%
1,044
+96
50
$135K 0.05%
391
+2
1
2
3 4 5