SHIM

Stone House Investment Management Portfolio holdings

AUM $594M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$484M
AUM Growth
+$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$19.8M
3
+$12M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.88M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$5.14M

Top Sells

1
+$7.29M
2
+$3.92M
3
+$3.53M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.65M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M

Sector Composition

1 Consumer Staples 8.23%
2 Technology 0.88%
3 Financials 0.76%
4 Consumer Discretionary 0.55%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14.2K ﹤0.01%
156
202
$13.6K ﹤0.01%
159
203
$13.6K ﹤0.01%
78
-30
204
$13.3K ﹤0.01%
1,150
+1,000
205
$13.3K ﹤0.01%
414
206
$13.3K ﹤0.01%
201
207
$12.7K ﹤0.01%
132
208
$12.5K ﹤0.01%
337
209
$12.4K ﹤0.01%
1,000
210
$12.3K ﹤0.01%
100
211
$12.2K ﹤0.01%
1,500
212
$12.1K ﹤0.01%
+86
213
$11.8K ﹤0.01%
1,500
214
$11.7K ﹤0.01%
53
215
$11.6K ﹤0.01%
168
216
$11.5K ﹤0.01%
42
217
$11.1K ﹤0.01%
280
+2
218
$11.1K ﹤0.01%
134
219
$10.9K ﹤0.01%
92
+52
220
$10.5K ﹤0.01%
110
-337
221
$10.4K ﹤0.01%
379
222
$10.3K ﹤0.01%
317
223
$9.86K ﹤0.01%
+30
224
$9.85K ﹤0.01%
30
225
$9.57K ﹤0.01%
79
7 8
9
10 11