SHIM

Stone House Investment Management Portfolio holdings

AUM $594M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$484M
AUM Growth
+$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$19.8M
3
+$12M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.88M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$5.14M

Top Sells

1
+$7.29M
2
+$3.92M
3
+$3.53M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.65M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M

Sector Composition

1 Consumer Staples 8.23%
2 Technology 0.88%
3 Financials 0.76%
4 Consumer Discretionary 0.55%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$105K 0.02%
385
77
$105K 0.02%
423
78
$103K 0.02%
1,147
+30
79
$103K 0.02%
1,580
80
$101K 0.02%
1,750
-100
81
$96.7K 0.02%
93
82
$94.4K 0.02%
380
83
$94.3K 0.02%
2,126
+19
84
$90.7K 0.02%
2,051
85
$87K 0.02%
718
+6
86
$83.2K 0.02%
752
+7
87
$82.1K 0.02%
536
88
$81K 0.02%
1,100
-20
89
$79.4K 0.02%
1,101
90
$79.3K 0.02%
466
+2
91
$77.8K 0.02%
1,926
92
$75.7K 0.02%
329
93
$75K 0.02%
467
94
$72.5K 0.02%
1,459
-23
95
$71.8K 0.01%
472
+23
96
$71.2K 0.01%
1,622
+14
97
$69.5K 0.01%
216
+1
98
$69.4K 0.01%
844
+2
99
$69.3K 0.01%
200
+40
100
$67.2K 0.01%
304
+1
2 3
4
5 6