SHIM

Stone House Investment Management Portfolio holdings

AUM $644M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.4M
3
+$10.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.64M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$8.73M

Top Sells

1
+$30M
2
+$9.95M
3
+$9.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.16M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.94M

Sector Composition

1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$116K 0.02%
+1,450
102
$116K 0.02%
423
103
$115K 0.02%
1,611
-527
104
$113K 0.02%
839
-990
105
$109K 0.02%
1,536
-110
106
$101K 0.02%
1,097
107
$99.9K 0.02%
733
-99
108
$99.7K 0.02%
390
-13
109
$96K 0.02%
1,150
-16
110
$91.8K 0.02%
1,160
+10
111
$91K 0.02%
832
+73
112
$90.6K 0.02%
498
+212
113
$89.7K 0.02%
483
+220
114
$88.2K 0.02%
2,191
+22
115
$87.2K 0.02%
1,608
-17
116
$86.1K 0.02%
633
-6
117
$85.2K 0.02%
2,870
+2,130
118
$83.9K 0.02%
458
119
$80.8K 0.01%
175
+130
120
$78.6K 0.01%
1,926
-3,744
121
$78.1K 0.01%
75
-21
122
$77.7K 0.01%
285
-152
123
$75.6K 0.01%
97
-13
124
$75.1K 0.01%
696
125
$73.8K 0.01%
559
+4
3 4
5
6 7