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
$425M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$19.4M
3
+$12.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M

Top Sells

1
+$9.8M
2
+$7.4M
3
+$4.17M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.67M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.32M

Sector Composition

1 Consumer Staples 8.48%
2 Technology 0.89%
3 Financials 0.73%
4 Consumer Discretionary 0.57%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$113K 0.03%
1,943
+5
77
$109K 0.03%
2,182
78
$107K 0.03%
423
79
$105K 0.02%
+740
80
$102K 0.02%
211
+199
81
$102K 0.02%
+1,750
82
$101K 0.02%
396
+376
83
$99.3K 0.02%
789
+4
84
$98.7K 0.02%
+97
85
$97.7K 0.02%
126
+51
86
$97.7K 0.02%
506
+138
87
$92.7K 0.02%
3,339
-233
88
$88.9K 0.02%
563
-20
89
$88.3K 0.02%
313
+241
90
$88.1K 0.02%
797
-188
91
$85.1K 0.02%
1,201
-131
92
$82.7K 0.02%
1,181
+1,039
93
$80.5K 0.02%
2,085
+21
94
$78.7K 0.02%
1,097
95
$76.8K 0.02%
439
+17
96
$75.4K 0.02%
798
+6
97
$75.2K 0.02%
2,051
98
$74.5K 0.02%
+1,200
99
$73.7K 0.02%
+561
100
$73.4K 0.02%
+1,339
2 3
4
5 6