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
$287M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$21.2M
3
+$18.9M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.2M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$8.55M

Top Sells

1
+$30.6M
2
+$11.5M
3
+$8.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.57M
5
MBB icon
iShares MBS ETF
MBB
+$6.75M

Sector Composition

1 Consumer Staples 10.54%
2 Technology 0.64%
3 Consumer Discretionary 0.4%
4 Financials 0.26%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$113K 0.04%
1,868
-11,361
52
$110K 0.04%
3,521
-40
53
$109K 0.04%
647
+2
54
$108K 0.04%
1,936
-194
55
$107K 0.04%
+2,186
56
$104K 0.04%
787
+20
57
$100K 0.03%
1,061
+318
58
$99.4K 0.03%
1,180
-256
59
$98.6K 0.03%
802
-30
60
$95.4K 0.03%
1,073
+3
61
$83.1K 0.03%
423
62
$80.6K 0.03%
656
-1,159
63
$79.9K 0.03%
1,768
+10
64
$76.2K 0.03%
463
+3
65
$74.5K 0.03%
372
+1
66
$73.9K 0.03%
1,366
+65
67
$71.4K 0.02%
422
+3
68
$71K 0.02%
1,097
69
$69.9K 0.02%
1,605
-5,025
70
$69.8K 0.02%
2,042
+20
71
$66.6K 0.02%
6,069
-1,142
72
$65K 0.02%
2,051
73
$64.3K 0.02%
1,837
-6,458
74
$63.8K 0.02%
333
+36
75
$59K 0.02%
144
1 2
3
4 5