SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$594M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.1M
3
+$4.97M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.86M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$4.64M

Top Sells

1
+$13.2M
2
+$10.3M
3
+$5.85M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.45M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.86M

Sector Composition

1 Consumer Staples 6.09%
2 Technology 0.96%
3 Financials 0.7%
4 Consumer Discretionary 0.53%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$50.6K 0.01%
+1,219
152
$48.9K 0.01%
782
-81
153
$48.8K 0.01%
2,118
-25
154
$48.6K 0.01%
79
+5
155
$46.4K 0.01%
1,667
-13
156
$46.2K 0.01%
140
+120
157
$45.9K 0.01%
1,975
158
$45.7K 0.01%
873
159
$44.7K 0.01%
233
-23
160
$44.1K 0.01%
426
+3
161
$43.4K 0.01%
225
162
$43.1K 0.01%
1,100
163
$43.1K 0.01%
388
+1
164
$42.8K 0.01%
814
-5
165
$41.7K 0.01%
203
+3
166
$41.5K 0.01%
496
+15
167
$41.2K 0.01%
586
168
$40.2K 0.01%
200
-6
169
$39.8K 0.01%
+930
170
$39.6K 0.01%
+847
171
$39.3K 0.01%
652
-524
172
$38.9K 0.01%
3,350
+350
173
$38.4K 0.01%
1,069
174
$38.1K 0.01%
116
175
$37.4K 0.01%
400
5 6
7
8 9