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
$425M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$19.4M
3
+$12.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M

Top Sells

1
+$9.8M
2
+$7.4M
3
+$4.17M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.67M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.32M

Sector Composition

1 Consumer Staples 8.48%
2 Technology 0.89%
3 Financials 0.73%
4 Consumer Discretionary 0.57%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$25.7K 0.01%
243
-312
177
$25.7K 0.01%
+1,582
178
$25.5K 0.01%
+353
179
$25K 0.01%
+1,500
180
$24.7K 0.01%
+385
181
$24.6K 0.01%
300
+50
182
$24.5K 0.01%
119
+37
183
$22.9K 0.01%
72
184
$21.3K 0.01%
1,000
185
$21.3K 0.01%
200
-95
186
$21.2K 0.01%
+107
187
$20.8K ﹤0.01%
442
-225
188
$20.6K ﹤0.01%
+130
189
$20.5K ﹤0.01%
411
+301
190
$20.3K ﹤0.01%
45
+1
191
$19.9K ﹤0.01%
+380
192
$19.6K ﹤0.01%
95
193
$19.6K ﹤0.01%
115
194
$19.2K ﹤0.01%
201
195
$18.6K ﹤0.01%
241
+20
196
$18.5K ﹤0.01%
+456
197
$18.1K ﹤0.01%
620
+10
198
$18K ﹤0.01%
110
199
$17.4K ﹤0.01%
708
200
$16.4K ﹤0.01%
+124
6 7
8
9 10