SHIM

Stone House Investment Management Portfolio holdings

AUM $544M
1-Year Est. Return 10.82%
This Quarter Est. Return
1 Year Est. Return
+10.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$10.4M
3
+$9.89M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.9M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.53M

Top Sells

1
+$15.4M
2
+$7.54M
3
+$6.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.11M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.06M

Sector Composition

1 Consumer Staples 11.56%
2 Technology 0.57%
3 Consumer Discretionary 0.33%
4 Financials 0.33%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.15K ﹤0.01%
+24
202
$5.14K ﹤0.01%
+87
203
$5.02K ﹤0.01%
+68
204
$4.79K ﹤0.01%
+63
205
$4.78K ﹤0.01%
+109
206
$4.59K ﹤0.01%
+130
207
$4.44K ﹤0.01%
+58
208
$4.33K ﹤0.01%
+17
209
$4.27K ﹤0.01%
+132
210
$4.27K ﹤0.01%
+20
211
$4.18K ﹤0.01%
+52
212
$4.01K ﹤0.01%
+144
213
$3.79K ﹤0.01%
+29
214
$3.53K ﹤0.01%
+45
215
$3.52K ﹤0.01%
+300
216
$3.46K ﹤0.01%
+145
217
$3.32K ﹤0.01%
+400
218
$3.26K ﹤0.01%
+45
219
$3.24K ﹤0.01%
+21
220
$3.13K ﹤0.01%
+104
221
$3.1K ﹤0.01%
+161
222
$3.1K ﹤0.01%
+23
223
$3.07K ﹤0.01%
+94
224
$3.04K ﹤0.01%
+26
225
$3.04K ﹤0.01%
+37
7 8
9
10 11