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
$287M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$21.2M
3
+$18.9M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$8.55M

Top Sells

1
+$30.6M
2
+$11.5M
3
+$8.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.57M
5
MBB icon
iShares MBS ETF
MBB
+$6.75M

Sector Composition

1 Consumer Staples 10.54%
2 Technology 0.64%
3 Consumer Discretionary 0.4%
4 Financials 0.26%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29.3K 0.01%
497
+4
102
$29.2K 0.01%
100
+50
103
$28.8K 0.01%
258
+1
104
$28.8K 0.01%
311
+4
105
$27.3K 0.01%
100
106
$26.6K 0.01%
+667
107
$26.1K 0.01%
87
+75
108
$24.6K 0.01%
+100
109
$24.3K 0.01%
229
+200
110
$23.5K 0.01%
166
-27
111
$23K 0.01%
100
112
$22.8K 0.01%
+250
113
$22.6K 0.01%
218
-1,079
114
$22.1K 0.01%
+750
115
$22K 0.01%
1,000
116
$21.6K 0.01%
3,646
+92
117
$20.9K 0.01%
307
+20
118
$20.7K 0.01%
+615
119
$20K 0.01%
+150
120
$19.8K 0.01%
253
+1
121
$19.2K 0.01%
592
+11
122
$19.1K 0.01%
1,000
123
$19.1K 0.01%
+409
124
$18.9K 0.01%
+270
125
$18.8K 0.01%
461
+4
3 4
5
6 7