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
$290M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.4M
3
+$4.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.55M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.5M

Top Sells

1
+$15.7M
2
+$13.6M
3
+$8.55M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.08M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.81M

Sector Composition

1 Consumer Staples 10.04%
2 Technology 0.71%
3 Consumer Discretionary 0.44%
4 Financials 0.31%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18.3K 0.01%
179
127
$17.6K 0.01%
110
128
$17.4K 0.01%
708
129
$17.2K 0.01%
221
130
$16.6K 0.01%
1,673
131
$16.6K 0.01%
115
+1
132
$16.1K 0.01%
1,166
+908
133
$16.1K 0.01%
610
+12
134
$15.9K 0.01%
305
135
$15.7K 0.01%
82
136
$15.4K 0.01%
95
+30
137
$15.4K 0.01%
38
+1
138
$15.3K 0.01%
201
139
$14.8K 0.01%
+21
140
$14.8K 0.01%
29
141
$14.8K 0.01%
+72
142
$14.8K 0.01%
+200
143
$14.7K 0.01%
636
-1,083
144
$14.2K ﹤0.01%
109
+1
145
$13.5K ﹤0.01%
+500
146
$13.3K ﹤0.01%
86
+1
147
$13K ﹤0.01%
76
+8
148
$12.8K ﹤0.01%
165
149
$12.6K ﹤0.01%
159
150
$12.3K ﹤0.01%
375
+5
4 5
6
7 8