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
$287M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$21.2M
3
+$18.9M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.2M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$8.55M

Top Sells

1
+$30.6M
2
+$11.5M
3
+$8.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.57M
5
MBB icon
iShares MBS ETF
MBB
+$6.75M

Sector Composition

1 Consumer Staples 10.54%
2 Technology 0.64%
3 Consumer Discretionary 0.4%
4 Financials 0.26%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.07K ﹤0.01%
22
202
$4.91K ﹤0.01%
45
203
$4.79K ﹤0.01%
+45
204
$4.75K ﹤0.01%
+118
205
$4.6K ﹤0.01%
20
206
$4.52K ﹤0.01%
+40
207
$4.51K ﹤0.01%
86
208
$4.46K ﹤0.01%
110
+1
209
$4.4K ﹤0.01%
+29
210
$4.38K ﹤0.01%
87
211
$4.31K ﹤0.01%
287
+123
212
$4.23K ﹤0.01%
42
213
$4.04K ﹤0.01%
132
+1
214
$3.98K ﹤0.01%
524
+100
215
$3.96K ﹤0.01%
20
216
$3.92K ﹤0.01%
144
217
$3.91K ﹤0.01%
46
+1
218
$3.9K ﹤0.01%
29
219
$3.83K ﹤0.01%
+150
220
$3.71K ﹤0.01%
3,200
-1,800
221
$3.69K ﹤0.01%
63
222
$3.68K ﹤0.01%
22
223
$3.63K ﹤0.01%
258
-466
224
$3.59K ﹤0.01%
29
225
$3.56K ﹤0.01%
73
7 8
9
10 11