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
$296M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$10.4M
3
+$9.89M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.9M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.53M

Top Sells

1
+$15.4M
2
+$7.54M
3
+$6.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.11M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.06M

Sector Composition

1 Consumer Staples 11.56%
2 Technology 0.57%
3 Consumer Discretionary 0.33%
4 Financials 0.33%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$72.2K 0.02%
+872
77
$70.7K 0.02%
731
-29,508
78
$70.2K 0.02%
+423
79
$69.1K 0.02%
+2,051
80
$66.6K 0.02%
+665
81
$62.9K 0.02%
1,675
-22,871
82
$59.1K 0.02%
+596
83
$58.4K 0.02%
+1,309
84
$57.8K 0.02%
+1,335
85
$56.2K 0.02%
+2,709
86
$55.3K 0.02%
2,046
-52,626
87
$55.2K 0.02%
+260
88
$55.1K 0.02%
+2,213
89
$53.3K 0.02%
+455
90
$53.2K 0.02%
+298
91
$50.4K 0.02%
1,900
-10,108
92
$47.5K 0.02%
+138
93
$46.4K 0.02%
+780
94
$45.2K 0.02%
+1,518
95
$44.8K 0.02%
+374
96
$40.8K 0.01%
+200
97
$39.1K 0.01%
+124
98
$38.2K 0.01%
+1,120
99
$37.3K 0.01%
+234
100
$36.4K 0.01%
+1,272
2 3
4
5 6