SHIM

Stone House Investment Management Portfolio holdings

AUM $644M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.4M
3
+$10.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.64M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$8.73M

Top Sells

1
+$30M
2
+$9.95M
3
+$9.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.16M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.94M

Sector Composition

1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$50K 0.01%
334
-205
152
$48.7K 0.01%
2,143
-46
153
$48.2K 0.01%
1,114
+11
154
$48K 0.01%
300
155
$47.7K 0.01%
+2,290
156
$46.2K 0.01%
44
-13
157
$45.9K 0.01%
1,975
-175
158
$45.4K 0.01%
423
+3
159
$45.4K 0.01%
1,680
-4,487
160
$45K 0.01%
206
-57
161
$44.7K 0.01%
310
162
$44.6K 0.01%
420
-16,005
163
$44.6K 0.01%
200
164
$42.6K 0.01%
387
-9
165
$41.3K 0.01%
819
166
$39.4K 0.01%
169
-26
167
$39.2K 0.01%
400
-100
168
$39.2K 0.01%
+15
169
$39.2K 0.01%
1,354
+469
170
$39.2K 0.01%
74
171
$38.5K 0.01%
481
+3
172
$37.7K 0.01%
586
-128
173
$37.6K 0.01%
250
-50
174
$37.4K 0.01%
225
+71
175
$37.1K 0.01%
+10
5 6
7
8 9