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
$493M
AUM Growth
+$99.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.2M
3
+$9.91M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.5M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$7.89M

Top Sells

1
+$5.41M
2
+$4.53M
3
+$3.55M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.21M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.18M

Sector Composition

1 Consumer Staples 7.4%
2 Financials 0.89%
3 Technology 0.83%
4 Consumer Discretionary 0.54%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$67.3K 0.01%
+191
127
$65.8K 0.01%
+200
128
$65.6K 0.01%
+367
129
$65.5K 0.01%
+123
130
$64.2K 0.01%
+263
131
$64K 0.01%
+1,050
132
$62.7K 0.01%
+2,900
133
$61K 0.01%
+306
134
$60.6K 0.01%
191
-14,291
135
$59.3K 0.01%
+868
136
$58.6K 0.01%
+863
137
$55.3K 0.01%
+254
138
$55.2K 0.01%
+263
139
$53.9K 0.01%
+57
140
$53.9K 0.01%
+873
141
$53.6K 0.01%
+518
142
$51.9K 0.01%
+101
143
$50.5K 0.01%
+382
144
$50.4K 0.01%
+1,205
145
$50.3K 0.01%
+3,550
146
$50.1K 0.01%
+1,103
147
$50K 0.01%
+2,150
148
$49.6K 0.01%
+714
149
$49K 0.01%
+500
150
$48K 0.01%
+99
4 5
6
7 8