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
$484M
AUM Growth
+$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$19.8M
3
+$12M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$8.88M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$5.14M

Top Sells

1
+$7.29M
2
+$3.92M
3
+$3.53M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.65M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M

Sector Composition

1 Consumer Staples 8.23%
2 Technology 0.88%
3 Financials 0.76%
4 Consumer Discretionary 0.55%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.29%
6,112
-23
27
$1.4M 0.29%
12,825
-819
28
$1.14M 0.24%
+13,231
29
$1.14M 0.24%
6,109
+337
30
$1.09M 0.23%
3,938
+148
31
$997K 0.21%
10,334
-973
32
$867K 0.18%
7,136
-120
33
$755K 0.16%
16,243
+1,526
34
$738K 0.15%
31,467
+1,101
35
$643K 0.13%
1,493
+12
36
$585K 0.12%
9,380
+747
37
$548K 0.11%
11,690
+43
38
$485K 0.1%
2,927
+35
39
$481K 0.1%
1,824
+168
40
$468K 0.1%
2,801
+108
41
$355K 0.07%
10,027
-99,683
42
$352K 0.07%
1,962
-21,860
43
$333K 0.07%
3,985
+397
44
$315K 0.07%
1,922
-20
45
$246K 0.05%
607
+1
46
$238K 0.05%
1,128
-15
47
$220K 0.05%
778
+3
48
$214K 0.04%
817
-145
49
$212K 0.04%
784
+4
50
$208K 0.04%
234
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2
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