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

Top Buys

1
+$5.31M
2
+$4.58M
3
+$4.12M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.51M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.74M

Top Sells

1
+$3.95M
2
+$1.82M
3
+$1.44M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.34M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.29M

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%
+22
202
$3K ﹤0.01%
+635
203
$3K ﹤0.01%
+54
204
$3K ﹤0.01%
+35
205
$2K ﹤0.01%
+62
206
$2K ﹤0.01%
+552
207
$2K ﹤0.01%
+12
208
$2K ﹤0.01%
+134
209
$2K ﹤0.01%
+79
210
$2K ﹤0.01%
+78
211
$2K ﹤0.01%
+53
212
$2K ﹤0.01%
+23
213
$1K ﹤0.01%
+18
214
$1K ﹤0.01%
+9
215
$1K ﹤0.01%
+42
216
$1K ﹤0.01%
+20
217
$1K ﹤0.01%
+16
218
$0 ﹤0.01%
+9
219
$0 ﹤0.01%
+12
220
$0 ﹤0.01%
+1
221
$0 ﹤0.01%
+1
222
– –
0
223
$0 ﹤0.01%
+19
224
– –
-2,796
225
$0 ﹤0.01%
+2
6 7 8
9
10