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
$287M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$21.2M
3
+$18.9M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$8.55M

Top Sells

1
+$30.6M
2
+$11.5M
3
+$8.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.57M
5
MBB icon
iShares MBS ETF
MBB
+$6.75M

Sector Composition

1 Consumer Staples 10.54%
2 Technology 0.64%
3 Consumer Discretionary 0.4%
4 Financials 0.26%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.91K ﹤0.01%
500
-250
177
$7.78K ﹤0.01%
118
178
$7.47K ﹤0.01%
273
+3
179
$7.38K ﹤0.01%
61
180
$7.34K ﹤0.01%
+300
181
$7.22K ﹤0.01%
167
-193
182
$7.2K ﹤0.01%
100
183
$7.2K ﹤0.01%
100
+22
184
$7.1K ﹤0.01%
658
185
$6.97K ﹤0.01%
16
186
$6.43K ﹤0.01%
75
+30
187
$6.27K ﹤0.01%
42
188
$6.18K ﹤0.01%
112
189
$6.17K ﹤0.01%
57
190
$6.16K ﹤0.01%
76
-50
191
$6K ﹤0.01%
295
192
$5.94K ﹤0.01%
146
+11
193
$5.89K ﹤0.01%
110
+1
194
$5.72K ﹤0.01%
87
195
$5.72K ﹤0.01%
527
196
$5.72K ﹤0.01%
70
197
$5.62K ﹤0.01%
208
198
$5.59K ﹤0.01%
100
199
$5.52K ﹤0.01%
168
+1
200
$5.18K ﹤0.01%
137
6 7
8
9 10