SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
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
+$5.31M
2
+$4.58M
3
+$4.12M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.51M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.74M

Top Sells

1
+$3.95M
2
+$1.82M
3
+$1.44M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.34M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.29M

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%
+283
102
$41K 0.02%
+1,692
103
$41K 0.02%
+1,715
104
$39K 0.02%
+705
105
$38K 0.02%
+1,155
106
$37K 0.02%
+330
107
$36K 0.02%
+607
108
$36K 0.02%
+720
109
$36K 0.02%
+620
110
$36K 0.02%
+700
111
$34K 0.02%
1,025
-8,640
112
$32K 0.02%
+1,624
113
$32K 0.02%
+604
114
$31K 0.02%
+162
115
$30K 0.02%
+375
116
$29K 0.02%
+802
117
$28K 0.01%
+139
118
$27K 0.01%
+4,780
119
$27K 0.01%
+3,070
120
$27K 0.01%
+243
121
$27K 0.01%
+497
122
$26K 0.01%
+644
123
$25K 0.01%
+58
124
$25K 0.01%
+769
125
$25K 0.01%
+472
3 4
5
6 7