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
$493M
AUM Growth
+$99.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.2M
3
+$9.91M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.5M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$7.89M

Top Sells

1
+$5.41M
2
+$4.53M
3
+$3.55M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.21M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.18M

Sector Composition

1 Consumer Staples 7.4%
2 Financials 0.89%
3 Technology 0.83%
4 Consumer Discretionary 0.54%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$48K 0.01%
+374
152
$47K 0.01%
+420
153
$46.7K 0.01%
+282
154
$45.3K 0.01%
+286
155
$44K 0.01%
+396
156
$43.2K 0.01%
+2,189
157
$42.5K 0.01%
+819
158
$41.3K 0.01%
+195
159
$41.1K 0.01%
+200
160
$40.2K 0.01%
+1,518
161
$39.1K 0.01%
+300
162
$38.8K 0.01%
+572
163
$38.7K 0.01%
+691
164
$38.6K 0.01%
+1,033
165
$37.9K 0.01%
+188
166
$37.8K 0.01%
+102
167
$37.6K 0.01%
+2,021
168
$37.5K 0.01%
+652
169
$37.2K 0.01%
+5,789
170
$37.1K 0.01%
+1,000
171
$35.3K 0.01%
+4,732
172
$34.5K 0.01%
+215
173
$34.3K 0.01%
+478
174
$34.3K 0.01%
+119
175
$34K 0.01%
+257
5 6
7
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