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
$425M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$19.4M
3
+$12.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M

Top Sells

1
+$9.8M
2
+$7.4M
3
+$4.17M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.67M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.32M

Sector Composition

1 Consumer Staples 8.48%
2 Technology 0.89%
3 Financials 0.73%
4 Consumer Discretionary 0.57%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$226K 0.05%
1,127
+971
52
$214K 0.05%
2,685
53
$206K 0.05%
6,012
+1,166
54
$202K 0.05%
7,739
+5,501
55
$202K 0.05%
+775
56
$198K 0.05%
777
-7
57
$198K 0.05%
+4,811
58
$180K 0.04%
943
+696
59
$172K 0.04%
+234
60
$171K 0.04%
1,682
+606
61
$170K 0.04%
+353
62
$167K 0.04%
338
+23
63
$160K 0.04%
6,918
+85
64
$157K 0.04%
6,584
+43
65
$128K 0.03%
289
+251
66
$126K 0.03%
420
+402
67
$122K 0.03%
692
-143
68
$121K 0.03%
822
+3
69
$121K 0.03%
428
+352
70
$121K 0.03%
1,161
+8
71
$120K 0.03%
3,050
+1,998
72
$119K 0.03%
1,606
-620
73
$118K 0.03%
1,069
-11
74
$114K 0.03%
1,868
+667
75
$113K 0.03%
+2,126
1 2
3
4 5