SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.4M
3
+$10.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.64M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$8.73M

Top Sells

1
+$30M
2
+$9.95M
3
+$9.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.16M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.94M

Sector Composition

1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$37.1K 0.01%
2,044
+23
177
$36.6K 0.01%
+1,069
178
$35.5K 0.01%
515
-57
179
$35.4K 0.01%
151
+1
180
$35.3K 0.01%
116
-864
181
$33.7K 0.01%
282
-92
182
$32.9K 0.01%
74
-25
183
$32.9K 0.01%
1,033
184
$31.8K 0.01%
354
+61
185
$30.6K 0.01%
259
186
$30.5K 0.01%
1,816
187
$30K 0.01%
1,000
188
$30K 0.01%
1,019
+362
189
$29.5K 0.01%
4,331
+95
190
$28.2K 0.01%
2,560
191
$28.1K 0.01%
+817
192
$27.4K 0.01%
90
-29
193
$26.8K ﹤0.01%
261
+3
194
$26.7K ﹤0.01%
789
-416
195
$26.5K ﹤0.01%
357
196
$26.2K ﹤0.01%
110
197
$25.8K ﹤0.01%
324
+61
198
$25.5K ﹤0.01%
221
199
$25.4K ﹤0.01%
357
-32
200
$24.9K ﹤0.01%
209
+52
6 7
8
9 10