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
$493M
AUM Growth
+$99.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.2M
3
+$9.91M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.5M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$7.89M

Top Sells

1
+$5.41M
2
+$4.53M
3
+$3.55M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.21M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.18M

Sector Composition

1 Consumer Staples 7.4%
2 Financials 0.89%
3 Technology 0.83%
4 Consumer Discretionary 0.54%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$34K 0.01%
+1,816
177
$33K 0.01%
+150
178
$31.8K 0.01%
+500
179
$31.5K 0.01%
+300
180
$31K 0.01%
+96
181
$30.9K 0.01%
+395
182
$30.8K 0.01%
+293
183
$30.6K 0.01%
+310
184
$30.5K 0.01%
+1,201
185
$30.3K 0.01%
+259
186
$30K 0.01%
+432
187
$29.3K 0.01%
+110
188
$28.5K 0.01%
+458
189
$27.7K 0.01%
+4,236
190
$26.9K 0.01%
+258
191
$26.6K 0.01%
+206
192
$26.4K 0.01%
323
-26,970
193
$25K 0.01%
+885
194
$24.7K 0.01%
+389
195
$24.1K ﹤0.01%
+523
196
$23K ﹤0.01%
+250
197
$22.8K ﹤0.01%
+202
198
$22.6K ﹤0.01%
+74
199
$22.4K ﹤0.01%
+154
200
$22.1K ﹤0.01%
+377
6 7
8
9 10