SHIM
Stone House Investment Management Portfolio holdings
AUM
$544M
1-Year Return
10.82%
This Quarter Return
+5.18%
1 Year Return
+10.82%
3 Year Return
+38.87%
5 Year Return
+55.65%
10 Year Return
–
AUM
$484M
AUM Growth
+$99.4M
(+26%)
Cap. Flow
+$80.8M
Cap. Flow
% of AUM
16.69%
Top 10 Holdings %
Top 10 Hldgs %
73.83%
Holding
424
New
47
Increased
88
Reduced
60
Closed
45
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$45.9M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$19.8M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$12M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
$8.88M |
| 5 |
iShares Russell 3000 ETF
IWV
|
$5.14M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$7.29M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$3.92M |
| 3 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$3.53M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.65M |
| 5 |
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% |
