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
526
$1.41K ﹤0.01%
28
-31
527
$1.37K ﹤0.01%
4
-8
528
$1.32K ﹤0.01%
+10
529
$1.31K ﹤0.01%
39
-39
530
$1.3K ﹤0.01%
+61
531
$1.3K ﹤0.01%
+19
532
$1.27K ﹤0.01%
+150
533
$1.26K ﹤0.01%
+120
534
$1.23K ﹤0.01%
100
535
$1.23K ﹤0.01%
+96
536
$1.23K ﹤0.01%
5
537
$1.23K ﹤0.01%
81
538
$1.22K ﹤0.01%
48
-817
539
$1.22K ﹤0.01%
15
+13
540
$1.22K ﹤0.01%
114
541
$1.21K ﹤0.01%
+234
542
$1.18K ﹤0.01%
+25
543
$1.18K ﹤0.01%
+8
544
$1.17K ﹤0.01%
+270
545
$1.16K ﹤0.01%
21
+16
546
$1.15K ﹤0.01%
+41
547
$1.14K ﹤0.01%
+200
548
$1.13K ﹤0.01%
+20
549
$1.13K ﹤0.01%
10
550
$1.11K ﹤0.01%
10
+2
20 21
22
23 24