SHIM

Stone House Investment Management Portfolio holdings

AUM $544M
1-Year Est. Return 10.82%
This Quarter Est. Return
1 Year Est. Return
+10.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$1.95M
3
+$1.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$918K
5
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$764K

Top Sells

1
+$10.1M
2
+$5.15M
3
+$1.44M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.21M
5
IEV icon
iShares Europe ETF
IEV
+$1.2M

Sector Composition

1 Consumer Staples 11.27%
2 Financials 0.81%
3 Technology 0.22%
4 Healthcare 0.18%
5 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-6,805
52
– –
-198,371
53
– –
-12,317
54
– –
-26,513
1 2
3