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
$484M
AUM Growth
+$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$19.8M
3
+$12M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.88M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$5.14M

Top Sells

1
+$7.29M
2
+$3.92M
3
+$3.53M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.65M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M

Sector Composition

1 Consumer Staples 8.23%
2 Technology 0.88%
3 Financials 0.76%
4 Consumer Discretionary 0.55%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$198K 0.04%
1,687
+3
52
$187K 0.04%
319
+1
53
$186K 0.04%
2,973
-1,115
54
$170K 0.04%
768
+28
55
$165K 0.03%
334
56
$159K 0.03%
1,968
+1
57
$159K 0.03%
5,479
-48
58
$142K 0.03%
161
-40
59
$141K 0.03%
289
-17
60
$137K 0.03%
2,360
+797
61
$131K 0.03%
229
-8
62
$131K 0.03%
1,036
63
$131K 0.03%
1,150
-25
64
$129K 0.03%
428
65
$128K 0.03%
828
+3
66
$127K 0.03%
+5,734
67
$127K 0.03%
860
68
$123K 0.03%
720
69
$115K 0.02%
1,476
-12
70
$114K 0.02%
1,590
+7
71
$112K 0.02%
959
-38
72
$111K 0.02%
943
73
$108K 0.02%
354
+1
74
$107K 0.02%
1,862
+9
75
$106K 0.02%
2,046
+14
1 2
3
4 5