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
$296M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$10.4M
3
+$9.89M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.9M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.53M

Top Sells

1
+$15.4M
2
+$7.54M
3
+$6.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.11M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.06M

Sector Composition

1 Consumer Staples 11.56%
2 Technology 0.57%
3 Consumer Discretionary 0.33%
4 Financials 0.33%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19.8K 0.01%
+71
127
$19.6K 0.01%
+100
128
$19.3K 0.01%
14,224
129
$18.1K 0.01%
+228
130
$18.1K 0.01%
+55
131
$17.5K 0.01%
+300
132
$17K 0.01%
+454
133
$16.9K 0.01%
+133
134
$16.6K 0.01%
+201
135
$16.3K 0.01%
+357
136
$15.9K 0.01%
+110
137
$15K 0.01%
+147
138
$14.9K 0.01%
+576
139
$14.2K ﹤0.01%
+230
140
$14.2K ﹤0.01%
+107
141
$13.1K ﹤0.01%
+415
142
$12.5K ﹤0.01%
+55
143
$12.2K ﹤0.01%
+159
144
$12.2K ﹤0.01%
+750
145
$12.2K ﹤0.01%
+1,500
146
$12K ﹤0.01%
+37
147
$11.6K ﹤0.01%
+263
148
$11.4K ﹤0.01%
+2,000
149
$11.2K ﹤0.01%
+3,000
150
$11K ﹤0.01%
+110
4 5
6
7 8