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
$296M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$10.4M
3
+$9.89M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.9M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.53M

Top Sells

1
+$15.4M
2
+$7.54M
3
+$6.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.11M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.06M

Sector Composition

1 Consumer Staples 11.56%
2 Technology 0.57%
3 Consumer Discretionary 0.33%
4 Financials 0.33%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$35.9K 0.01%
+234
102
$35.6K 0.01%
+257
103
$33.6K 0.01%
+605
104
$33.1K 0.01%
+489
105
$31.5K 0.01%
+141
106
$30.2K 0.01%
+615
107
$29.5K 0.01%
+303
108
$27.9K 0.01%
+337
109
$26.9K 0.01%
+1,098
110
$26.9K 0.01%
+750
111
$26.7K 0.01%
+191
112
$26.3K 0.01%
+272
113
$25.5K 0.01%
+232
114
$25.3K 0.01%
+920
115
$24.6K 0.01%
+708
116
$24.5K 0.01%
+1,000
117
$23.8K 0.01%
+2,409
118
$23.7K 0.01%
+750
119
$23.2K 0.01%
+1,000
120
$22.6K 0.01%
+100
121
$22.2K 0.01%
+571
122
$22.2K 0.01%
+121
123
$21.5K 0.01%
+3,468
124
$20.8K 0.01%
+44
125
$20.5K 0.01%
+127
3 4
5
6 7