SHIM

Stone House Investment Management Portfolio holdings

AUM $594M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.4M
3
+$4.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.55M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.5M

Top Sells

1
+$15.7M
2
+$13.6M
3
+$8.55M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.08M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.81M

Sector Composition

1 Consumer Staples 10.04%
2 Technology 0.71%
3 Consumer Discretionary 0.44%
4 Financials 0.32%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31.9K 0.01%
222
-434
102
$31.8K 0.01%
1,004
+10
103
$31.2K 0.01%
346
+270
104
$29.9K 0.01%
600
+300
105
$29.7K 0.01%
315
+4
106
$29.3K 0.01%
295
107
$29.1K 0.01%
667
108
$28.2K 0.01%
2,560
109
$27.3K 0.01%
592
-1,013
110
$26.5K 0.01%
156
+89
111
$26.4K 0.01%
750
112
$26.2K 0.01%
827
+225
113
$24.4K 0.01%
218
114
$23.7K 0.01%
307
115
$23.3K 0.01%
3,646
116
$23.1K 0.01%
474
-798
117
$22.9K 0.01%
465
+4
118
$22.8K 0.01%
603
+11
119
$22.7K 0.01%
30
+15
120
$21.3K 0.01%
72
+1
121
$20.1K 0.01%
44
-100
122
$19.9K 0.01%
1,000
123
$19.7K 0.01%
76
+20
124
$19.1K 0.01%
1,000
125
$18.9K 0.01%
1,000
3 4
5
6 7