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

Top Buys

1
+$7.88M
2
+$5.02M
3
+$4.89M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$4.31M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.93M

Top Sells

1
+$47.7M
2
+$15.9M
3
+$5.58M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$4.93M
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
– –
-105,526
52
– –
-894
1 2
3