SHIM

Stone House Investment Management Portfolio holdings

AUM $594M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$6.02M
3
+$4.53M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.87M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.25M

Top Sells

1
+$5.3M
2
+$4.42M
3
+$3.33M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.83M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$2.08M

Sector Composition

1 Consumer Staples 11.29%
2 Technology 0.49%
3 Financials 0.23%
4 Consumer Discretionary 0.18%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,877
52
– –
-17,070
1 2
3