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
$287M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$21.2M
3
+$18.9M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$8.55M

Top Sells

1
+$30.6M
2
+$11.5M
3
+$8.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.57M
5
MBB icon
iShares MBS ETF
MBB
+$6.75M

Sector Composition

1 Consumer Staples 10.54%
2 Technology 0.64%
3 Consumer Discretionary 0.4%
4 Financials 0.26%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$58K 0.02%
630
+9
77
$57.3K 0.02%
1,363
+27
78
$56.2K 0.02%
+1,272
79
$53.8K 0.02%
1,845
-212
80
$52.8K 0.02%
299
81
$52.3K 0.02%
540
-56
82
$49.6K 0.02%
2,614
-233
83
$47.6K 0.02%
377
+1
84
$47.3K 0.02%
2,080
-204
85
$46.1K 0.02%
1,609
+81
86
$43.1K 0.02%
124
87
$42.8K 0.01%
1,719
-8,052
88
$42.7K 0.01%
1,201
+1,107
89
$40K 0.01%
74
-5
90
$36.6K 0.01%
1,353
+113
91
$34.8K 0.01%
200
92
$34.1K 0.01%
1,134
+9
93
$34K 0.01%
609
+1
94
$33.2K 0.01%
621
95
$32.5K 0.01%
343
+3
96
$32.3K 0.01%
355
+1
97
$31.8K 0.01%
+500
98
$31.6K 0.01%
225
+204
99
$31K 0.01%
141
100
$30.5K 0.01%
295
+61
2 3
4
5 6