SHIM
Stone House Investment Management Portfolio holdings
AUM
$544M
This Quarter Return
-3.68%
1 Year Return
+10.82%
3 Year Return
+38.87%
5 Year Return
+55.65%
10 Year Return
–
AUM
$287M
AUM Growth
+$287M
(+4.2%)
Cap. Flow
+$22.4M
Cap. Flow
% of AUM
7.79%
Top 10 Holdings %
Top 10 Hldgs %
76.2%
Holding
390
New
51
Increased
90
Reduced
53
Closed
53
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$32.9M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$21.2M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$18.9M |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$14.2M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$8.55M |
Top Sells
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$30.6M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$11.5M |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$8.07M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$7.57M |
| 5 |
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% |
