SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.58M
3
+$4.12M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.51M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.74M

Top Sells

1
+$3.95M
2
+$1.82M
3
+$1.44M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.34M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.29M

Sector Composition

1 Consumer Staples 10.19%
2 Financials 0.93%
3 Technology 0.3%
4 Healthcare 0.28%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24K 0.01%
+416
127
$24K 0.01%
+1,000
128
$24K 0.01%
+513
129
$23K 0.01%
+263
130
$23K 0.01%
+665
131
$23K 0.01%
+1,038
132
$23K 0.01%
612
-21,208
133
$22K 0.01%
+125
134
$21K 0.01%
+563
135
$21K 0.01%
+545
136
$20K 0.01%
+406
137
$20K 0.01%
+214
138
$20K 0.01%
+681
139
$18K 0.01%
+974
140
$18K 0.01%
+1,270
141
$17K 0.01%
+128
142
$17K 0.01%
+647
143
$15K 0.01%
+234
144
$15K 0.01%
+78
145
$13K 0.01%
+267
146
$12K 0.01%
+64
147
$12K 0.01%
+250
148
$12K 0.01%
+77
149
$11K 0.01%
+63
150
$11K 0.01%
+147
4 5
6
7 8