SHIM
Stone House Investment Management Portfolio holdings
AUM
$544M
1-Year Return
10.82%
This Quarter Return
+7.72%
1 Year Return
+10.82%
3 Year Return
+38.87%
5 Year Return
+55.65%
10 Year Return
–
AUM
$544M
AUM Growth
+$50.7M
(+10%)
Cap. Flow
+$14.5M
Cap. Flow
% of AUM
2.67%
Top 10 Holdings %
Top 10 Hldgs %
64.35%
Holding
585
New
148
Increased
124
Reduced
110
Closed
66
Top Buys
| 1 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
+$12.3M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
+$11.8M |
| 3 |
Fidelity Total Bond ETF
FBND
|
+$10.9M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$10.4M |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$8.81M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$32.4M |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$10.3M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$10.1M |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$3.28M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.18M |
Sector Composition
| 1 | Consumer Staples | 6.39% |
| 2 | Technology | 0.88% |
| 3 | Financials | 0.79% |
| 4 | Consumer Discretionary | 0.54% |
| 5 | Industrials | 0.28% |
