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
$493M
AUM Growth
+$99.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.2M
3
+$9.91M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.5M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$7.89M

Top Sells

1
+$5.41M
2
+$4.53M
3
+$3.55M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.21M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.18M

Sector Composition

1 Consumer Staples 7.4%
2 Financials 0.89%
3 Technology 0.83%
4 Consumer Discretionary 0.54%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$21.9K ﹤0.01%
+1,000
202
$21.7K ﹤0.01%
+1,500
203
$21.7K ﹤0.01%
+657
204
$21.1K ﹤0.01%
+221
205
$20.9K ﹤0.01%
+380
206
$20.8K ﹤0.01%
+500
207
$20.5K ﹤0.01%
+600
208
$19.9K ﹤0.01%
+45
209
$19.6K ﹤0.01%
+740
210
$19.4K ﹤0.01%
+500
211
$19.3K ﹤0.01%
+62
212
$19.3K ﹤0.01%
+157
213
$18.7K ﹤0.01%
+657
214
$18.7K ﹤0.01%
+342
215
$18.6K ﹤0.01%
+385
216
$18.2K ﹤0.01%
+263
217
$17.6K ﹤0.01%
+126
218
$17.5K ﹤0.01%
+111
219
$17.2K ﹤0.01%
+394
220
$17.2K ﹤0.01%
+2,560
221
$17.2K ﹤0.01%
+417
222
$16.7K ﹤0.01%
+215
223
$16K ﹤0.01%
+214
224
$15.7K ﹤0.01%
+194
225
$15.5K ﹤0.01%
+156
7 8
9
10 11