SHIM

Stone House Investment Management Portfolio holdings

AUM $644M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.4M
3
+$10.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.64M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$8.73M

Top Sells

1
+$30M
2
+$9.95M
3
+$9.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.16M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.94M

Sector Composition

1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.42%
25,527
+25,204
27
$2.07M 0.38%
42,598
+1,277
28
$1.88M 0.35%
99,467
+828
29
$1.43M 0.26%
6,963
+234
30
$1.33M 0.24%
6,048
-119
31
$1.06M 0.19%
6,111
-453
32
$1.03M 0.19%
6,520
-311
33
$919K 0.17%
9,260
-101,534
34
$909K 0.17%
1,828
+211
35
$814K 0.15%
12,893
-163,037
36
$798K 0.15%
7,753
+7,235
37
$734K 0.13%
15,096
+336
38
$601K 0.11%
2,148
-387
39
$577K 0.11%
5,133
+3,491
40
$576K 0.11%
11,670
-3
41
$567K 0.1%
9,147
-123
42
$561K 0.1%
5,134
-2,821
43
$527K 0.1%
2,973
-122
44
$521K 0.1%
2,956
-62
45
$479K 0.09%
20,855
-8,759
46
$468K 0.09%
6,726
+5,544
47
$402K 0.07%
4,247
-2,605
48
$394K 0.07%
10,370
-86,498
49
$394K 0.07%
2,227
+1,553
50
$385K 0.07%
2,119
-2,054
1
2
3 4 5