SHIM

Stone House Investment Management Portfolio holdings

AUM $644M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.4M
3
+$10.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.64M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$8.73M

Top Sells

1
+$30M
2
+$9.95M
3
+$9.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.16M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.94M

Sector Composition

1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$175K 0.03%
2,972
+2,595
77
$175K 0.03%
787
-16
78
$169K 0.03%
3,419
+3,114
79
$166K 0.03%
1,160
+114
80
$165K 0.03%
+5,370
81
$162K 0.03%
2,900
82
$157K 0.03%
612
+1
83
$157K 0.03%
3,476
-74
84
$155K 0.03%
529
+149
85
$153K 0.03%
+2,574
86
$151K 0.03%
2,056
+1,985
87
$151K 0.03%
1,404
+316
88
$151K 0.03%
5,248
+5,066
89
$149K 0.03%
2,328
+7
90
$149K 0.03%
+753
91
$144K 0.03%
1,080
+874
92
$140K 0.03%
3,550
93
$140K 0.03%
670
+73
94
$139K 0.03%
245
+144
95
$132K 0.02%
235
-112
96
$128K 0.02%
1,651
+550
97
$126K 0.02%
5,734
98
$119K 0.02%
407
-36
99
$119K 0.02%
233
+42
100
$117K 0.02%
570
-182
2 3
4
5 6