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
$290M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.4M
3
+$4.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.55M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.5M

Top Sells

1
+$15.7M
2
+$13.6M
3
+$8.55M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.08M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.81M

Sector Composition

1 Consumer Staples 10.04%
2 Technology 0.71%
3 Consumer Discretionary 0.44%
4 Financials 0.31%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.34K ﹤0.01%
+97
202
$5.33K ﹤0.01%
45
203
$5.31K ﹤0.01%
40
204
$5.26K ﹤0.01%
45
205
$5.16K ﹤0.01%
28
+13
206
$4.97K ﹤0.01%
+83
207
$4.96K ﹤0.01%
86
208
$4.94K ﹤0.01%
60
-193
209
$4.92K ﹤0.01%
137
210
$4.9K ﹤0.01%
49
-53
211
$4.9K ﹤0.01%
292
+5
212
$4.86K ﹤0.01%
20
213
$4.83K ﹤0.01%
73
214
$4.8K ﹤0.01%
157
215
$4.77K ﹤0.01%
29
216
$4.76K ﹤0.01%
20
217
$4.74K ﹤0.01%
+18
218
$4.71K ﹤0.01%
+80
219
$4.65K ﹤0.01%
250
220
$4.64K ﹤0.01%
+13
221
$4.63K ﹤0.01%
152
+100
222
$4.57K ﹤0.01%
91
+49
223
$4.55K ﹤0.01%
144
224
$4.31K ﹤0.01%
150
225
$4.27K ﹤0.01%
101
+1
7 8
9
10 11