SHIM

Stone House Investment Management Portfolio holdings

AUM $644M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.4M
3
+$10.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.64M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$8.73M

Top Sells

1
+$30M
2
+$9.95M
3
+$9.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.16M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.94M

Sector Composition

1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$371K 0.07%
3,948
+978
52
$365K 0.07%
6,403
+4,460
53
$361K 0.07%
4,005
-3,889
54
$326K 0.06%
1,126
+3
55
$303K 0.06%
1,045
-268
56
$294K 0.05%
+8,540
57
$293K 0.05%
6,318
+5,795
58
$268K 0.05%
1,886
-25
59
$261K 0.05%
4,262
+1,213
60
$260K 0.05%
352
+68
61
$253K 0.05%
+4,815
62
$248K 0.05%
677
+47
63
$221K 0.04%
+8,101
64
$215K 0.04%
5,164
+3,113
65
$210K 0.04%
382
+65
66
$208K 0.04%
210
-54
67
$205K 0.04%
2,094
+3
68
$205K 0.04%
3,598
69
$204K 0.04%
643
+58
70
$200K 0.04%
456
+354
71
$198K 0.04%
2,108
+276
72
$194K 0.04%
1,575
-167
73
$194K 0.04%
657
-138
74
$192K 0.04%
3,246
+2,555
75
$190K 0.03%
609
+287
1 2
3
4 5