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
$290M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.4M
3
+$4.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.55M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.5M

Top Sells

1
+$15.7M
2
+$13.6M
3
+$8.55M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.08M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.81M

Sector Composition

1 Consumer Staples 10.04%
2 Technology 0.71%
3 Consumer Discretionary 0.44%
4 Financials 0.32%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$118K 0.04%
2,135
-32,325
52
$117K 0.04%
1,080
+19
53
$112K 0.04%
819
-214
54
$111K 0.04%
787
55
$110K 0.04%
1,938
+2
56
$109K 0.04%
2,182
-4
57
$108K 0.04%
985
-77,595
58
$108K 0.04%
1,153
-27
59
$103K 0.04%
3,572
-345
60
$101K 0.03%
1,076
+3
61
$99.3K 0.03%
785
-17
62
$95.9K 0.03%
368
+35
63
$95.4K 0.03%
423
64
$89.1K 0.03%
413
-50
65
$87K 0.03%
583
-64
66
$86K 0.03%
2,051
67
$84.1K 0.03%
332
-40
68
$80.3K 0.03%
1,332
-34
69
$79.3K 0.03%
1,225
-643
70
$79K 0.03%
7,211
+1,142
71
$76.9K 0.03%
1,097
72
$75.6K 0.03%
2,064
+22
73
$71.6K 0.02%
422
74
$70.8K 0.02%
1,201
+939
75
$66.4K 0.02%
1,584
-184
1 2
3
4 5