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
$493M
AUM Growth
+$99.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.2M
3
+$9.91M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.5M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$7.89M

Top Sells

1
+$5.41M
2
+$4.53M
3
+$3.55M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.21M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.18M

Sector Composition

1 Consumer Staples 7.4%
2 Financials 0.89%
3 Technology 0.83%
4 Consumer Discretionary 0.54%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$267K 0.05%
+1,829
52
$250K 0.05%
+264
53
$245K 0.05%
+4,294
54
$231K 0.05%
630
+41
55
$224K 0.05%
+2,835
56
$217K 0.04%
+7,344
57
$212K 0.04%
+1,742
58
$205K 0.04%
+3,598
59
$198K 0.04%
+795
60
$196K 0.04%
1,911
-73
61
$190K 0.04%
+347
62
$187K 0.04%
+803
63
$184K 0.04%
+2,091
64
$176K 0.04%
+875
65
$175K 0.04%
+1,046
66
$169K 0.03%
+6,167
67
$169K 0.03%
+322
68
$163K 0.03%
+284
69
$154K 0.03%
+3,263
70
$152K 0.03%
+1,642
71
$151K 0.03%
585
-232
72
$151K 0.03%
+1,854
73
$148K 0.03%
+317
74
$147K 0.03%
+3,550
75
$143K 0.03%
+2,321
1 2
3
4 5