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
$425M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$19.4M
3
+$12.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M

Top Sells

1
+$9.8M
2
+$7.4M
3
+$4.17M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.67M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.32M

Sector Composition

1 Consumer Staples 8.48%
2 Technology 0.89%
3 Financials 0.73%
4 Consumer Discretionary 0.57%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$51.8K 0.01%
+1,033
127
$51.8K 0.01%
124
128
$51.4K 0.01%
+652
129
$51.3K 0.01%
1,120
+951
130
$50.5K 0.01%
7,211
131
$50.5K 0.01%
277
+191
132
$49K 0.01%
+521
133
$48.6K 0.01%
414
+73
134
$47.5K 0.01%
113
+100
135
$47K 0.01%
+228
136
$45.9K 0.01%
+359
137
$45.4K 0.01%
1,630
-161
138
$44.3K 0.01%
+604
139
$43.4K 0.01%
1,385
-224
140
$40.6K 0.01%
864
+831
141
$40.3K 0.01%
+301
142
$39.9K 0.01%
41
+11
143
$39.4K 0.01%
390
144
$39.4K 0.01%
655
+34
145
$38.8K 0.01%
569
+400
146
$37.7K 0.01%
259
+1
147
$37.7K 0.01%
1,144
148
$37.2K 0.01%
+181
149
$35.9K 0.01%
+1,000
150
$35.9K 0.01%
+100
4 5
6
7 8