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
$192M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.65M
3
+$4.28M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.57M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.8M

Top Sells

1
+$4.16M
2
+$1.82M
3
+$1.47M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.35M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.33M

Sector Composition

1 Consumer Staples 10.19%
2 Financials 0.93%
3 Technology 0.3%
4 Healthcare 0.28%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10K 0.01%
+215
152
$10K 0.01%
+15
153
$10K 0.01%
+100
154
$10K 0.01%
+62
155
$9K ﹤0.01%
+170
156
$9K ﹤0.01%
+130
157
$9K ﹤0.01%
+9
158
$9K ﹤0.01%
+150
159
$8K ﹤0.01%
+50
160
$8K ﹤0.01%
+67
161
$8K ﹤0.01%
+610
162
$8K ﹤0.01%
+77
163
$7K ﹤0.01%
+164
164
$7K ﹤0.01%
+658
165
$7K ﹤0.01%
+145
166
$7K ﹤0.01%
+82
167
$7K ﹤0.01%
+488
168
$6K ﹤0.01%
+184
169
$6K ﹤0.01%
+100
170
$6K ﹤0.01%
+180
171
$6K ﹤0.01%
+190
172
$6K ﹤0.01%
+118
173
$6K ﹤0.01%
+235
174
$5K ﹤0.01%
+28
175
$5K ﹤0.01%
+115
5 6
7
8 9