SHIM

Stone House Investment Management Portfolio holdings

AUM $644M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.4M
3
+$10.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.64M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$8.73M

Top Sells

1
+$30M
2
+$9.95M
3
+$9.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.16M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.94M

Sector Composition

1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$73.8K 0.01%
751
+5
127
$73.1K 0.01%
377
+10
128
$73.1K 0.01%
625
+2
129
$69K 0.01%
1,176
+524
130
$68.4K 0.01%
207
+7
131
$68.1K 0.01%
617
+1
132
$66.1K 0.01%
307
+1
133
$65.1K 0.01%
355
-137
134
$65.1K 0.01%
134
+11
135
$64.7K 0.01%
232
+15
136
$63.3K 0.01%
4,732
137
$61.8K 0.01%
1,100
-600
138
$60.7K 0.01%
188
139
$60.3K 0.01%
350
+341
140
$60.2K 0.01%
253
-105
141
$59.7K 0.01%
873
142
$58.2K 0.01%
863
143
$57.7K 0.01%
+1,450
144
$57.3K 0.01%
191
-77
145
$56.6K 0.01%
256
+2
146
$54.7K 0.01%
407
+25
147
$52.4K 0.01%
5,789
148
$52.4K 0.01%
1,518
149
$52.2K 0.01%
1,204
+1,097
150
$51.5K 0.01%
96
4 5
6
7 8