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
$287M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$21.2M
3
+$18.9M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$8.55M

Top Sells

1
+$30.6M
2
+$11.5M
3
+$8.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.57M
5
MBB icon
iShares MBS ETF
MBB
+$6.75M

Sector Composition

1 Consumer Staples 10.54%
2 Technology 0.64%
3 Consumer Discretionary 0.4%
4 Financials 0.26%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.3K ﹤0.01%
56
+1
152
$12.2K ﹤0.01%
189
+2
153
$12.1K ﹤0.01%
221
+21
154
$12K ﹤0.01%
102
-193
155
$11.8K ﹤0.01%
159
156
$11.7K ﹤0.01%
185
+1
157
$11.5K ﹤0.01%
365
158
$11.3K ﹤0.01%
68
159
$11.2K ﹤0.01%
29
160
$11.1K ﹤0.01%
263
161
$10.7K ﹤0.01%
2,409
162
$10.7K ﹤0.01%
390
163
$10.2K ﹤0.01%
414
+1
164
$9.82K ﹤0.01%
141
165
$9.75K ﹤0.01%
2,560
166
$9.65K ﹤0.01%
67
+1
167
$9.54K ﹤0.01%
370
+3
168
$9K ﹤0.01%
65
169
$8.9K ﹤0.01%
196
170
$8.88K ﹤0.01%
20
171
$8.83K ﹤0.01%
+15
172
$8.67K ﹤0.01%
32
173
$8.43K ﹤0.01%
134
174
$8.28K ﹤0.01%
1,062
175
$7.92K ﹤0.01%
3,000
5 6
7
8 9