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
$493M
AUM Growth
+$99.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.2M
3
+$9.91M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.5M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$7.89M

Top Sells

1
+$5.41M
2
+$4.53M
3
+$3.55M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.21M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.18M

Sector Composition

1 Consumer Staples 7.4%
2 Financials 0.89%
3 Technology 0.83%
4 Consumer Discretionary 0.54%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$88.3K 0.02%
+746
102
$88.2K 0.02%
+1,166
103
$88K 0.02%
+2,051
104
$87.7K 0.02%
+2,169
105
$86.6K 0.02%
+1,625
106
$85.4K 0.02%
+1,700
107
$84.9K 0.02%
+492
108
$84.8K 0.02%
+639
109
$83.5K 0.02%
+1,670
110
$83.2K 0.02%
+555
111
$79.4K 0.02%
+759
112
$78.6K 0.02%
+3,102
113
$77.8K 0.02%
+1,150
114
$77K 0.02%
+824
115
$75.8K 0.02%
+1,182
116
$75.3K 0.02%
+539
117
$74.6K 0.02%
+268
118
$73.4K 0.01%
+1,220
119
$72.2K 0.01%
+358
120
$70.2K 0.01%
+832
121
$70K 0.01%
+696
122
$69.4K 0.01%
+623
123
$68.1K 0.01%
+616
124
$67.8K 0.01%
+1,101
125
$67.7K 0.01%
+217
3 4
5
6 7