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
476
$685 ﹤0.01%
8
477
$685 ﹤0.01%
+21
478
$660 ﹤0.01%
+10
479
$645 ﹤0.01%
12
480
$620 ﹤0.01%
+21
481
$567 ﹤0.01%
+3
482
$522 ﹤0.01%
3
-21
483
$519 ﹤0.01%
+16
484
$504 ﹤0.01%
12
+7
485
$492 ﹤0.01%
+10
486
$482 ﹤0.01%
+54
487
$465 ﹤0.01%
+15
488
$458 ﹤0.01%
+5
489
$456 ﹤0.01%
+60
490
$446 ﹤0.01%
+12
491
$419 ﹤0.01%
+23
492
$400 ﹤0.01%
+3
493
$365 ﹤0.01%
110
494
$343 ﹤0.01%
+9
495
$297 ﹤0.01%
+3
496
$297 ﹤0.01%
+6
497
$285 ﹤0.01%
+3
498
$282 ﹤0.01%
+25
499
$282 ﹤0.01%
+5
500
$232 ﹤0.01%
+18
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