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
$192M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.58M
3
+$4.12M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.51M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.74M

Top Sells

1
+$3.95M
2
+$1.82M
3
+$1.44M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.34M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.29M

Sector Composition

1 Consumer Staples 10.19%
2 Financials 0.93%
3 Technology 0.3%
4 Healthcare 0.28%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
+100
177
$5K ﹤0.01%
+140
178
$5K ﹤0.01%
+1,040
179
$5K ﹤0.01%
+154
180
$5K ﹤0.01%
+90
181
$5K ﹤0.01%
+36
182
$5K ﹤0.01%
+99
183
$5K ﹤0.01%
+253
184
$5K ﹤0.01%
+102
185
$5K ﹤0.01%
+16
186
$5K ﹤0.01%
+115
187
$5K ﹤0.01%
+28
188
$4K ﹤0.01%
+35
189
$4K ﹤0.01%
+97
190
$4K ﹤0.01%
+50
191
$4K ﹤0.01%
+60
192
$4K ﹤0.01%
+230
193
$4K ﹤0.01%
+29
194
$4K ﹤0.01%
+122
195
$4K ﹤0.01%
+65
196
$3K ﹤0.01%
+412
197
$3K ﹤0.01%
+715
198
$3K ﹤0.01%
+29
199
$3K ﹤0.01%
+144
200
$3K ﹤0.01%
+31
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8
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