SHIM

Stone House Investment Management Portfolio holdings

AUM $594M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$484M
AUM Growth
+$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$19.8M
3
+$12M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.88M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$5.14M

Top Sells

1
+$7.29M
2
+$3.92M
3
+$3.53M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.65M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M

Sector Composition

1 Consumer Staples 8.23%
2 Technology 0.88%
3 Financials 0.76%
4 Consumer Discretionary 0.55%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$28.6K 0.01%
4,034
+103
152
$28.3K 0.01%
300
-30
153
$28.1K 0.01%
72
154
$28K 0.01%
873
155
$27.9K 0.01%
300
-200
156
$27.8K 0.01%
1,185
+13
157
$27.4K 0.01%
436
-116
158
$27.4K 0.01%
1,000
159
$26.7K 0.01%
474
+4
160
$26.4K 0.01%
206
161
$26.3K 0.01%
163
+2
162
$26.3K 0.01%
+202
163
$26K 0.01%
45
164
$25.1K 0.01%
154
165
$24.9K 0.01%
229
+99
166
$24.6K 0.01%
+500
167
$24K ﹤0.01%
480
+403
168
$23.9K ﹤0.01%
2,560
169
$23.5K ﹤0.01%
2,900
+1,500
170
$22.7K ﹤0.01%
110
171
$22.1K ﹤0.01%
380
172
$21.9K ﹤0.01%
1,518
173
$21.7K ﹤0.01%
42
-12
174
$21.6K ﹤0.01%
460
-66
175
$20.1K ﹤0.01%
118
+30
5 6
7
8 9