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
$192M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.65M
3
+$4.28M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.57M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.8M

Top Sells

1
+$4.16M
2
+$1.82M
3
+$1.47M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.35M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.33M

Sector Composition

1 Consumer Staples 10.19%
2 Financials 0.93%
3 Technology 0.3%
4 Healthcare 0.28%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$43K 0.02%
+483
102
$41K 0.02%
+1,715
103
$41K 0.02%
+1,692
104
$39K 0.02%
+705
105
$38K 0.02%
+1,155
106
$37K 0.02%
+330
107
$36K 0.02%
+700
108
$36K 0.02%
+620
109
$36K 0.02%
+720
110
$36K 0.02%
+607
111
$34K 0.02%
1,025
-8,640
112
$32K 0.02%
+604
113
$32K 0.02%
+1,624
114
$31K 0.02%
+162
115
$30K 0.02%
+375
116
$29K 0.02%
+802
117
$28K 0.01%
+139
118
$27K 0.01%
+497
119
$27K 0.01%
+3,070
120
$27K 0.01%
+243
121
$27K 0.01%
+4,780
122
$26K 0.01%
+644
123
$25K 0.01%
+58
124
$25K 0.01%
+472
125
$25K 0.01%
+769
3 4
5
6 7