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
$192M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.65M
3
+$4.28M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.57M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.8M

Top Sells

1
+$4.16M
2
+$1.82M
3
+$1.47M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.35M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.33M

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%
+513
127
$24K 0.01%
+1,000
128
$24K 0.01%
+416
129
$23K 0.01%
612
-21,208
130
$23K 0.01%
+1,038
131
$23K 0.01%
+665
132
$23K 0.01%
+263
133
$22K 0.01%
+125
134
$21K 0.01%
+545
135
$21K 0.01%
+563
136
$20K 0.01%
+681
137
$20K 0.01%
+214
138
$20K 0.01%
+406
139
$18K 0.01%
+1,270
140
$18K 0.01%
+974
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%
+50
147
$12K 0.01%
+77
148
$12K 0.01%
+64
149
$11K 0.01%
+63
150
$11K 0.01%
+147
4 5
6
7 8