SHIM

Stone House Investment Management Portfolio holdings

AUM $544M
1-Year Est. Return 10.82%
This Quarter Est. Return
1 Year Est. Return
+10.82%
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
+$5.51M
2
+$4.65M
3
+$4.28M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.57M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.8M

Top Sells

1
+$4.16M
2
+$1.82M
3
+$1.47M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.35M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.33M

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%
+140
177
$5K ﹤0.01%
+100
178
$5K ﹤0.01%
+495
179
$5K ﹤0.01%
+28
180
$5K ﹤0.01%
+115
181
$5K ﹤0.01%
+16
182
$5K ﹤0.01%
+102
183
$5K ﹤0.01%
+253
184
$5K ﹤0.01%
+99
185
$5K ﹤0.01%
+36
186
$5K ﹤0.01%
+90
187
$5K ﹤0.01%
+100
188
$4K ﹤0.01%
+65
189
$4K ﹤0.01%
+122
190
$4K ﹤0.01%
+29
191
$4K ﹤0.01%
+230
192
$4K ﹤0.01%
+60
193
$4K ﹤0.01%
+50
194
$4K ﹤0.01%
+97
195
$4K ﹤0.01%
+35
196
$3K ﹤0.01%
+35
197
$3K ﹤0.01%
+54
198
$3K ﹤0.01%
+635
199
$3K ﹤0.01%
+22
200
$3K ﹤0.01%
+31
6 7
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