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
$484M
AUM Growth
+$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$19.8M
3
+$12M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.88M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$5.14M

Top Sells

1
+$7.29M
2
+$3.92M
3
+$3.53M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.65M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M

Sector Composition

1 Consumer Staples 8.23%
2 Technology 0.88%
3 Financials 0.76%
4 Consumer Discretionary 0.55%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$19.9K ﹤0.01%
104
+25
177
$19.8K ﹤0.01%
1,390
178
$19.8K ﹤0.01%
+300
179
$19.2K ﹤0.01%
95
180
$19K ﹤0.01%
414
-6,517
181
$18.9K ﹤0.01%
74
182
$18.6K ﹤0.01%
96
-20
183
$17.9K ﹤0.01%
+327
184
$17.9K ﹤0.01%
438
-180
185
$17.8K ﹤0.01%
+144
186
$17.7K ﹤0.01%
708
187
$17.7K ﹤0.01%
221
188
$17.6K ﹤0.01%
1,925
189
$17.5K ﹤0.01%
+600
190
$17.4K ﹤0.01%
269
-57
191
$17.4K ﹤0.01%
342
192
$16.2K ﹤0.01%
390
-500
193
$16.1K ﹤0.01%
107
194
$16K ﹤0.01%
3,000
195
$15.7K ﹤0.01%
143
+25
196
$15.4K ﹤0.01%
110
197
$15.2K ﹤0.01%
476
-93
198
$15K ﹤0.01%
263
199
$14.8K ﹤0.01%
150
200
$14.5K ﹤0.01%
+657
6 7
8
9 10