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
$192M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.65M
3
+$4.28M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.57M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.8M

Top Sells

1
+$4.16M
2
+$1.82M
3
+$1.47M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.35M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.33M

Sector Composition

1 Consumer Staples 10.19%
2 Financials 0.93%
3 Technology 0.3%
4 Healthcare 0.28%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
+144
202
$3K ﹤0.01%
+29
203
$3K ﹤0.01%
+715
204
$3K ﹤0.01%
+412
205
$2K ﹤0.01%
+134
206
$2K ﹤0.01%
+12
207
$2K ﹤0.01%
+552
208
$2K ﹤0.01%
+62
209
$2K ﹤0.01%
+23
210
$2K ﹤0.01%
+53
211
$2K ﹤0.01%
+78
212
$2K ﹤0.01%
+79
213
$1K ﹤0.01%
+16
214
$1K ﹤0.01%
+20
215
$1K ﹤0.01%
+42
216
$1K ﹤0.01%
+9
217
$1K ﹤0.01%
+18
218
– –
-83,514
219
– –
-5,522
220
$0 ﹤0.01%
+2
221
$0 ﹤0.01%
+2
222
$0 ﹤0.01%
+4
223
$0 ﹤0.01%
+2
224
– –
-2,796
225
$0 ﹤0.01%
+19
6 7 8
9
10