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
$425M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1 +$20.7M
2 +$19.4M
3 +$12.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.2M

Sector Composition

1 Consumer Staples 8.48%
2 Technology 0.89%
3 Financials 0.73%
4 Consumer Discretionary 0.57%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$16.1K ﹤0.01%
300
202
$16K ﹤0.01%
21
203
$15.9K ﹤0.01%
1,500
204
$15.4K ﹤0.01%
3,000
205
$15.1K ﹤0.01%
109
206
$14.7K ﹤0.01%
108
+42
207
$14.7K ﹤0.01%
117
+88
208
$14.7K ﹤0.01%
+1,000
209
$14.6K ﹤0.01%
305
210
$14.3K ﹤0.01%
1,000
211
$14.2K ﹤0.01%
+150
212
$14K ﹤0.01%
159
213
$13.2K ﹤0.01%
414
214
$12.7K ﹤0.01%
77
215
$12.6K ﹤0.01%
263
216
$12.5K ﹤0.01%
156
217
$12.4K ﹤0.01%
+109
218
$12.2K ﹤0.01%
1,673
219
$12.1K ﹤0.01%
+311
220
$11.6K ﹤0.01%
351
+217
221
$11.4K ﹤0.01%
+53
222
$11.3K ﹤0.01%
29
223
$11K ﹤0.01%
317
224
$11K ﹤0.01%
118
225
$10.9K ﹤0.01%
34
+12