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
$287M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$21.2M
3
+$18.9M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$8.55M

Top Sells

1
+$30.6M
2
+$11.5M
3
+$8.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.57M
5
MBB icon
iShares MBS ETF
MBB
+$6.75M

Sector Composition

1 Consumer Staples 10.54%
2 Technology 0.64%
3 Consumer Discretionary 0.4%
4 Financials 0.26%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18.8K 0.01%
71
127
$18.7K 0.01%
439
-7,302
128
$16.4K 0.01%
598
+11
129
$16.3K 0.01%
708
130
$16K 0.01%
1,000
131
$15.8K 0.01%
179
132
$15.7K 0.01%
300
133
$15.6K 0.01%
+1,500
134
$15.4K 0.01%
110
135
$14.7K 0.01%
262
136
$14.3K 0.01%
165
137
$14.1K ﹤0.01%
82
-28
138
$14K ﹤0.01%
602
139
$13.9K ﹤0.01%
201
140
$13.5K ﹤0.01%
108
141
$13.4K ﹤0.01%
37
142
$13.4K ﹤0.01%
1,673
+1,500
143
$13.4K ﹤0.01%
112
+1
144
$13.2K ﹤0.01%
+300
145
$13K ﹤0.01%
77
146
$12.9K ﹤0.01%
+1,000
147
$12.9K ﹤0.01%
305
-2,350
148
$12.7K ﹤0.01%
85
149
$12.7K ﹤0.01%
114
-19
150
$12.3K ﹤0.01%
1,500
4 5
6
7 8