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
$484M
AUM Growth
+$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$19.8M
3
+$12M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.88M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$5.14M

Top Sells

1
+$7.29M
2
+$3.92M
3
+$3.53M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.65M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M

Sector Composition

1 Consumer Staples 8.23%
2 Technology 0.88%
3 Financials 0.76%
4 Consumer Discretionary 0.55%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$65.4K 0.01%
367
102
$64K 0.01%
561
103
$63.4K 0.01%
1,756
+550
104
$63.2K 0.01%
869
+1
105
$60K 0.01%
2,035
-1,479
106
$59.2K 0.01%
211
+166
107
$58.6K 0.01%
+111
108
$57.7K 0.01%
124
109
$56.6K 0.01%
123
110
$56.2K 0.01%
1,339
111
$55.4K 0.01%
2,429
-10
112
$54.8K 0.01%
277
113
$54.5K 0.01%
513
114
$54.4K 0.01%
234
-36
115
$52K 0.01%
471
-4,451
116
$51.8K 0.01%
230
117
$51.6K 0.01%
382
118
$51.5K 0.01%
508
+6
119
$51.4K 0.01%
432
120
$51.3K 0.01%
611
121
$50.7K 0.01%
419
+3
122
$50.1K 0.01%
2,150
+414
123
$49.1K 0.01%
1,895
+23
124
$48.8K 0.01%
1,022
+952
125
$48.5K 0.01%
5,931
+142
3 4
5
6 7