SHIM
Stone House Investment Management Portfolio holdings
AUM
$544M
This Quarter Return
+9.94%
1 Year Return
+10.82%
3 Year Return
+38.87%
5 Year Return
+55.65%
10 Year Return
–
AUM
$192M
AUM Growth
+$192M
(+21%)
Cap. Flow
+$18.4M
Cap. Flow
% of AUM
9.56%
Top 10 Holdings %
Top 10 Hldgs %
57.25%
Holding
230
New
181
Increased
22
Reduced
23
Closed
3
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$5.51M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$4.65M |
| 3 |
iShares Russell 3000 ETF
IWV
|
$4.28M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.57M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
$1.8M |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$4.16M |
| 2 |
Invesco Senior Loan ETF
BKLN
|
$1.82M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.47M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$1.35M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$1.33M |
Sector Composition
| 1 | Consumer Staples | 10.19% |
| 2 | Financials | 0.93% |
| 3 | Technology | 0.3% |
| 4 | Healthcare | 0.28% |
| 5 | Consumer Discretionary | 0.2% |
