SHIM

Stone House Investment Management Portfolio holdings

AUM $594M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$484M
AUM Growth
+$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$19.8M
3
+$12M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.88M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$5.14M

Top Sells

1
+$7.29M
2
+$3.92M
3
+$3.53M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.65M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M

Sector Composition

1 Consumer Staples 8.23%
2 Technology 0.88%
3 Financials 0.76%
4 Consumer Discretionary 0.55%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$47.7K 0.01%
214
127
$47.5K 0.01%
50
-7
128
$46.4K 0.01%
205
129
$46K 0.01%
504
130
$45K 0.01%
173
+67
131
$44.1K 0.01%
359
132
$40.4K 0.01%
1,033
133
$39.2K 0.01%
1,000
-50
134
$38.8K 0.01%
320
135
$38.4K 0.01%
259
136
$38K 0.01%
652
-1
137
$36.8K 0.01%
195
138
$36.4K 0.01%
176
+22
139
$36.2K 0.01%
410
-74
140
$35.8K 0.01%
149
+1
141
$35.7K 0.01%
1,816
+234
142
$33.9K 0.01%
+300
143
$33.5K 0.01%
323
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144
$33.4K 0.01%
+100
145
$31.9K 0.01%
1,986
+15
146
$31.7K 0.01%
500
+200
147
$31.1K 0.01%
693
+10
148
$30.5K 0.01%
1,050
149
$29.7K 0.01%
250
+3
150
$28.9K 0.01%
119
4 5
6
7 8