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
$296M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$10.4M
3
+$9.89M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.9M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.53M

Top Sells

1
+$15.4M
2
+$7.54M
3
+$6.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.11M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.06M

Sector Composition

1 Consumer Staples 11.56%
2 Technology 0.57%
3 Consumer Discretionary 0.33%
4 Financials 0.33%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.99K ﹤0.01%
+40
177
$7.98K ﹤0.01%
+65
178
$7.8K ﹤0.01%
+118
179
$7.76K ﹤0.01%
+134
180
$7.7K ﹤0.01%
+1,062
181
$7.66K ﹤0.01%
+32
182
$7.63K ﹤0.01%
+658
183
$7.57K ﹤0.01%
+77
184
$7.36K ﹤0.01%
+16
185
$7.2K ﹤0.01%
+229
186
$7.12K ﹤0.01%
+2,560
187
$7.01K ﹤0.01%
+167
188
$7K ﹤0.01%
+66
189
$6.88K ﹤0.01%
+42
190
$6.72K ﹤0.01%
+57
191
$6.53K ﹤0.01%
+295
192
$6.33K ﹤0.01%
+100
193
$6.21K ﹤0.01%
+5,050
194
$6.15K ﹤0.01%
+70
195
$6.14K ﹤0.01%
+61
196
$5.74K ﹤0.01%
+137
197
$5.67K ﹤0.01%
+208
198
$5.66K ﹤0.01%
+42
199
$5.65K ﹤0.01%
+108
200
$5.36K ﹤0.01%
+22
6 7
8
9 10