SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$594M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.1M
3
+$4.97M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.86M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$4.64M

Top Sells

1
+$13.2M
2
+$10.3M
3
+$5.85M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.45M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.86M

Sector Composition

1 Consumer Staples 6.09%
2 Technology 0.96%
3 Financials 0.7%
4 Consumer Discretionary 0.53%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.16K ﹤0.01%
+280
477
$2.15K ﹤0.01%
+15
478
$2.13K ﹤0.01%
+91
479
$2.11K ﹤0.01%
+56
480
$2.11K ﹤0.01%
92
-79
481
$2.09K ﹤0.01%
+90
482
$2.08K ﹤0.01%
+77
483
$2.05K ﹤0.01%
+100
484
$2.05K ﹤0.01%
+128
485
$2.05K ﹤0.01%
+270
486
$2.05K ﹤0.01%
+193
487
$1.97K ﹤0.01%
299
488
$1.96K ﹤0.01%
+83
489
$1.96K ﹤0.01%
+17
490
$1.95K ﹤0.01%
160
+100
491
$1.94K ﹤0.01%
47
-48
492
$1.93K ﹤0.01%
6
+3
493
$1.91K ﹤0.01%
+36
494
$1.89K ﹤0.01%
500
495
$1.88K ﹤0.01%
+100
496
$1.84K ﹤0.01%
46
497
$1.84K ﹤0.01%
+32
498
$1.83K ﹤0.01%
+100
499
$1.82K ﹤0.01%
+27
500
$1.81K ﹤0.01%
+100
18 19
20
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