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
$425M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$19.4M
3
+$12.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M

Top Sells

1
+$9.8M
2
+$7.4M
3
+$4.17M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.67M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.32M

Sector Composition

1 Consumer Staples 8.48%
2 Technology 0.89%
3 Financials 0.73%
4 Consumer Discretionary 0.57%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$35.5K 0.01%
+500
152
$34.3K 0.01%
+684
153
$34.3K 0.01%
+68
154
$34.1K 0.01%
750
155
$32.9K 0.01%
502
156
$31.9K 0.01%
147
-185
157
$31.8K 0.01%
+635
158
$31.5K 0.01%
+654
159
$31.3K 0.01%
+145
160
$31K 0.01%
+154
161
$30.2K 0.01%
+20
162
$29.9K 0.01%
+698
163
$29.3K 0.01%
320
+5
164
$29.1K 0.01%
+1,400
165
$28.8K 0.01%
873
+46
166
$28.6K 0.01%
+322
167
$28.5K 0.01%
435
-174
168
$27.9K 0.01%
199
+20
169
$27.9K 0.01%
600
170
$27.4K 0.01%
3,829
+183
171
$27.1K 0.01%
467
+2
172
$26.4K 0.01%
218
173
$26.2K 0.01%
1,664
+498
174
$26.1K 0.01%
+309
175
$25.7K 0.01%
613
+10
5 6
7
8 9