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
$425M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$19.4M
3
+$12.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M

Top Sells

1
+$9.8M
2
+$7.4M
3
+$4.17M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.67M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.32M

Sector Composition

1 Consumer Staples 8.48%
2 Technology 0.89%
3 Financials 0.73%
4 Consumer Discretionary 0.57%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$69.7K 0.02%
1,658
-3
102
$68.3K 0.02%
+497
103
$67.9K 0.02%
467
+204
104
$66.3K 0.02%
570
+521
105
$65.2K 0.02%
+382
106
$65.1K 0.02%
+329
107
$64.2K 0.02%
1,266
-145,965
108
$63.8K 0.02%
+561
109
$63.5K 0.01%
302
+1
110
$61.5K 0.01%
+771
111
$60.8K 0.01%
214
+5
112
$60.5K 0.01%
867
-358
113
$60.4K 0.01%
576
+160
114
$59.6K 0.01%
+245
115
$59.2K 0.01%
484
+138
116
$58.1K 0.01%
+160
117
$56.3K 0.01%
285
-128
118
$55.8K 0.01%
+218
119
$55.6K 0.01%
2,612
-20
120
$55.5K 0.01%
432
+37
121
$55.4K 0.01%
2,053
+12
122
$55K 0.01%
+66
123
$54.3K 0.01%
2,560
124
$53.7K 0.01%
540
125
$53.1K 0.01%
1,202
-50
3 4
5
6 7