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
$221M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$7.56M
2 +$4.84M
3 +$4.78M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$4.14M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.65M

Top Sells

1 +$47.7M
2 +$15.9M
3 +$5.58M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$4.7M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.5M

Sector Composition

1 Consumer Staples 15.16%
2 Technology 0.49%
3 Financials 0.33%
4 Healthcare 0.11%
5 Materials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-894
52
-14,283