SHIM

Stone House Investment Management Portfolio holdings

AUM $544M
1-Year Est. Return 10.82%
This Quarter Est. Return
1 Year Est. Return
+10.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$10.4M
3
+$9.89M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.9M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.53M

Top Sells

1
+$15.4M
2
+$7.54M
3
+$6.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.11M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.06M

Sector Composition

1 Consumer Staples 11.56%
2 Technology 0.57%
3 Consumer Discretionary 0.33%
4 Financials 0.33%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10.9K ﹤0.01%
+143
152
$10.7K ﹤0.01%
+100
153
$10.7K ﹤0.01%
+68
154
$10.7K ﹤0.01%
+363
155
$10.7K ﹤0.01%
+186
156
$10.7K ﹤0.01%
+329
157
$10.6K ﹤0.01%
+29
158
$10.5K ﹤0.01%
+413
159
$10.1K ﹤0.01%
+159
160
$9.87K ﹤0.01%
+3,000
161
$9.76K ﹤0.01%
+140
162
$9.67K ﹤0.01%
+155
163
$9.66K ﹤0.01%
+77
164
$9.59K ﹤0.01%
+200
165
$9.44K ﹤0.01%
+100
166
$9.23K ﹤0.01%
+20
167
$9.21K ﹤0.01%
+210
168
$9.08K ﹤0.01%
+179
169
$8.96K ﹤0.01%
+718
170
$8.9K ﹤0.01%
+768
171
$8.87K ﹤0.01%
+196
172
$8.8K ﹤0.01%
+287
173
$8.75K ﹤0.01%
+239
174
$8.55K ﹤0.01%
+66
175
$8.36K ﹤0.01%
+74
5 6
7
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