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
$296M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$10.4M
3
+$9.89M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.9M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.53M

Top Sells

1
+$15.4M
2
+$7.54M
3
+$6.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.11M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.06M

Sector Composition

1 Consumer Staples 11.56%
2 Technology 0.57%
3 Consumer Discretionary 0.33%
4 Financials 0.33%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$132K 0.04%
+4,271
52
$131K 0.04%
+1,182
53
$130K 0.04%
+829
54
$121K 0.04%
+2,415
55
$121K 0.04%
+2,111
56
$116K 0.04%
+1,431
57
$114K 0.04%
+386
58
$112K 0.04%
+4,575
59
$110K 0.04%
+3,447
60
$105K 0.04%
2,401
-5,278
61
$104K 0.04%
+801
62
$101K 0.03%
+2,224
63
$100K 0.03%
+2,226
64
$96.5K 0.03%
+370
65
$93.4K 0.03%
+457
66
$88.3K 0.03%
+1,207
67
$83.6K 0.03%
+1,067
68
$83.4K 0.03%
+804
69
$82.1K 0.03%
+613
70
$80.2K 0.03%
+2,002
71
$79.8K 0.03%
+767
72
$79.2K 0.03%
+6,069
73
$76.3K 0.03%
+1,097
74
$76K 0.03%
+417
75
$74K 0.03%
671
-21,932
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3
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