SHIM

Stone House Investment Management Portfolio holdings

AUM $544M
1-Year Est. Return 10.82%
This Quarter Est. Return
1 Year Est. Return
+10.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$19.4M
3
+$12.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M

Top Sells

1
+$9.8M
2
+$7.4M
3
+$4.17M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.67M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.32M

Sector Composition

1 Consumer Staples 8.48%
2 Technology 0.89%
3 Financials 0.73%
4 Consumer Discretionary 0.57%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.34%
+77,064
27
$1.39M 0.33%
13,205
+8,925
28
$1.18M 0.28%
10,277
+6,616
29
$1.1M 0.26%
+12,701
30
$1.06M 0.25%
6,205
+917
31
$1.05M 0.25%
14,877
+1,491
32
$1.03M 0.24%
5,710
+3,323
33
$881K 0.21%
3,561
-16,840
34
$659K 0.15%
28,920
+4,701
35
$632K 0.15%
7,567
-10,463
36
$620K 0.15%
1,473
+1,070
37
$618K 0.15%
6,840
+2,560
38
$533K 0.13%
8,773
+6,638
39
$502K 0.12%
11,635
-156
40
$478K 0.11%
4,392
-33,673
41
$458K 0.11%
4,260
+1,200
42
$427K 0.1%
2,829
+1,785
43
$410K 0.1%
2,692
+1,905
44
$370K 0.09%
1,482
+165
45
$354K 0.08%
4,927
+79
46
$351K 0.08%
1,942
+210
47
$336K 0.08%
5,785
-22,779
48
$293K 0.07%
7,142
-7,578
49
$244K 0.06%
+3,051
50
$232K 0.05%
604
+213
1
2
3 4 5