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
$290M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.4M
3
+$4.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.55M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.5M

Top Sells

1
+$15.7M
2
+$13.6M
3
+$8.55M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.08M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.81M

Sector Composition

1 Consumer Staples 10.04%
2 Technology 0.71%
3 Consumer Discretionary 0.44%
4 Financials 0.31%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$64.8K 0.02%
1,661
-176
77
$64K 0.02%
555
-75
78
$62.9K 0.02%
1,252
+51
79
$60.5K 0.02%
301
+2
80
$60.2K 0.02%
209
+177
81
$59.7K 0.02%
2,238
+158
82
$57.3K 0.02%
2,632
+18
83
$56.3K 0.02%
1,395
+32
84
$53.2K 0.02%
540
85
$51.2K 0.02%
2,041
+196
86
$50.5K 0.02%
124
87
$49.4K 0.02%
1,609
88
$45.7K 0.02%
1,791
+438
89
$43.9K 0.02%
416
-7,583
90
$43.5K 0.02%
75
+1
91
$40.9K 0.01%
395
+40
92
$40.5K 0.01%
247
+22
93
$40.3K 0.01%
+750
94
$38.4K 0.01%
609
95
$38K 0.01%
+1,052
96
$36.1K 0.01%
263
-114
97
$35.9K 0.01%
258
98
$35.9K 0.01%
1,144
+10
99
$35.4K 0.01%
341
-2
100
$32.7K 0.01%
621
2 3
4
5 6