SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$594M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.1M
3
+$4.97M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.86M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$4.64M

Top Sells

1
+$13.2M
2
+$10.3M
3
+$5.85M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.45M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.86M

Sector Composition

1 Consumer Staples 6.09%
2 Technology 0.96%
3 Financials 0.7%
4 Consumer Discretionary 0.53%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$78.1K 0.01%
556
-3
127
$74.4K 0.01%
307
128
$74K 0.01%
97
129
$71.5K 0.01%
75
130
$70.3K 0.01%
636
+19
131
$69.8K 0.01%
410
+3
132
$69.4K 0.01%
138
+4
133
$67.3K 0.01%
696
134
$65.8K 0.01%
233
+1
135
$65K 0.01%
329
-48
136
$64.9K 0.01%
611
-14
137
$64.6K 0.01%
273
-12
138
$62.9K 0.01%
256
+3
139
$62.2K 0.01%
189
+1
140
$60.5K 0.01%
359
+4
141
$59.7K 0.01%
191
142
$59.7K 0.01%
1,450
143
$58.5K 0.01%
1,518
144
$57.6K 0.01%
200
-7
145
$57.6K 0.01%
337
+3
146
$57.2K 0.01%
310
147
$57.1K 0.01%
+959
148
$54.9K 0.01%
+3,856
149
$53.6K 0.01%
300
150
$52.5K 0.01%
45
+1
4 5
6
7 8