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
$174M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$3.91M
3
+$2.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.58M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.38M

Top Sells

1
+$2.89M
2
+$2M
3
+$1.54M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$863K
5
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$816K

Sector Composition

1 Consumer Staples 9.74%
2 Financials 0.71%
3 Technology 0.29%
4 Healthcare 0.17%
5 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-7,128
52
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53
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-7,764
54
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-3,490
55
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-4,390
56
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-383
57
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-4,090
58
– –
-16,451
59
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-5,710
60
– –
-3,760
1 2
3