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
$290M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.4M
3
+$4.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.55M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.5M

Top Sells

1
+$15.7M
2
+$13.6M
3
+$8.55M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.08M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.81M

Sector Composition

1 Consumer Staples 10.04%
2 Technology 0.71%
3 Consumer Discretionary 0.44%
4 Financials 0.31%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.68K ﹤0.01%
168
177
$7.57K ﹤0.01%
100
178
$7.54K ﹤0.01%
16
179
$7.22K ﹤0.01%
+485
180
$7.16K ﹤0.01%
57
181
$7.14K ﹤0.01%
160
-279
182
$7.02K ﹤0.01%
+20
183
$6.91K ﹤0.01%
59
-53
184
$6.88K ﹤0.01%
66
+29
185
$6.59K ﹤0.01%
171
+61
186
$6.58K ﹤0.01%
156
+56
187
$6.53K ﹤0.01%
70
188
$6.42K ﹤0.01%
295
189
$6.03K ﹤0.01%
92
-97
190
$5.86K ﹤0.01%
87
191
$5.79K ﹤0.01%
337
+180
192
$5.78K ﹤0.01%
527
193
$5.76K ﹤0.01%
22
194
$5.71K ﹤0.01%
93
+30
195
$5.71K ﹤0.01%
112
196
$5.69K ﹤0.01%
95
+45
197
$5.62K ﹤0.01%
22
198
$5.58K ﹤0.01%
110
199
$5.47K ﹤0.01%
1,000
200
$5.38K ﹤0.01%
63
+23
6 7
8
9 10