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
$192M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.65M
3
+$4.28M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.57M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.8M

Top Sells

1
+$4.16M
2
+$1.82M
3
+$1.47M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.35M
5
IVE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$66K 0.03%
+1,120
77
$64K 0.03%
+323
78
$64K 0.03%
+1,267
79
$62K 0.03%
+609
80
$62K 0.03%
+565
81
$62K 0.03%
+13,920
82
$62K 0.03%
+1,611
83
$61K 0.03%
+365
84
$58K 0.03%
+413
85
$57K 0.03%
+585
86
$56K 0.03%
+282
87
$54K 0.03%
+480
88
$53K 0.03%
+277
89
$52K 0.03%
+1,218
90
$51K 0.03%
+399
91
$51K 0.03%
+659
92
$51K 0.03%
+1,705
93
$51K 0.03%
+1,677
94
$50K 0.03%
+404
95
$47K 0.02%
+1,904
96
$46K 0.02%
1,512
-6,412
97
$44K 0.02%
+1,720
98
$44K 0.02%
+146
99
$43K 0.02%
+283
100
$43K 0.02%
+1,771
2 3
4
5 6