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
$191M
AUM Growth
-$598K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$7.26M
3
+$5.09M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$3.11M

Top Sells

1
+$8.67M
2
+$6.38M
3
+$4.16M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.44M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$3.44M

Sector Composition

1 Consumer Staples 10.57%
2 Financials 0.68%
3 Technology 0.2%
4 Healthcare 0.14%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-7,000
177
– –
-4,371
178
– –
-4,780
179
– –
-100
180
– –
-180
181
– –
-404
182
– –
-802
183
– –
-5,692
184
– –
-20
185
– –
-118
186
– –
-472
187
– –
-2
188
– –
-42
189
– –
-660
190
– –
-50
191
– –
-563
192
– –
-100
193
– –
-97
194
– –
-647
195
– –
-19
196
– –
-18
197
– –
-35
198
– –
0
199
– –
-62
200
– –
-4,082
6 7
8
9 10