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
$192M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.65M
3
+$4.28M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.57M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.8M

Top Sells

1
+$4.16M
2
+$1.82M
3
+$1.47M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.35M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.33M

Sector Composition

1 Consumer Staples 10.19%
2 Financials 0.93%
3 Technology 0.3%
4 Healthcare 0.28%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$158K 0.08%
+4,118
52
$151K 0.08%
+5,692
53
$140K 0.07%
+2,350
54
$127K 0.07%
+1,008
55
$119K 0.06%
+1,131
56
$112K 0.06%
+962
57
$109K 0.06%
+4,213
58
$105K 0.05%
+3,458
59
$103K 0.05%
+2,037
60
$101K 0.05%
+4,082
61
$100K 0.05%
+2,167
62
$95K 0.05%
+520
63
$93K 0.05%
+4,939
64
$92K 0.05%
+242
65
$92K 0.05%
+2,627
66
$88K 0.05%
+3,191
67
$85K 0.04%
+815
68
$82K 0.04%
+920
69
$79K 0.04%
+3,194
70
$77K 0.04%
+1,843
71
$76K 0.04%
+660
72
$74K 0.04%
+2,051
73
$73K 0.04%
+294
74
$72K 0.04%
+2,328
75
$70K 0.04%
+1,480
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3
4 5