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
$290M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.4M
3
+$4.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.55M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.5M

Top Sells

1
+$15.7M
2
+$13.6M
3
+$8.55M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.08M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.81M

Sector Composition

1 Consumer Staples 10.04%
2 Technology 0.71%
3 Consumer Discretionary 0.44%
4 Financials 0.31%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.2K ﹤0.01%
300
152
$12K ﹤0.01%
1,500
153
$11.8K ﹤0.01%
414
154
$11.7K ﹤0.01%
317
+109
155
$11.1K ﹤0.01%
390
156
$10.9K ﹤0.01%
156
-29
157
$10.9K ﹤0.01%
263
158
$10.8K ﹤0.01%
1,062
159
$10.6K ﹤0.01%
3,000
160
$10.6K ﹤0.01%
169
-27
161
$10.5K ﹤0.01%
77
162
$10.3K ﹤0.01%
142
+1
163
$10.1K ﹤0.01%
118
164
$9.53K ﹤0.01%
+1,500
165
$9.48K ﹤0.01%
20
166
$9.25K ﹤0.01%
275
+2
167
$9.06K ﹤0.01%
658
168
$8.86K ﹤0.01%
134
169
$8.41K ﹤0.01%
100
170
$8.17K ﹤0.01%
2,409
171
$8.17K ﹤0.01%
300
172
$8K ﹤0.01%
149
-260
173
$7.9K ﹤0.01%
42
174
$7.82K ﹤0.01%
169
+2
175
$7.77K ﹤0.01%
98
-172
5 6
7
8 9