SHIM

Stone House Investment Management Portfolio holdings

AUM $644M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.4M
3
+$10.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.64M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$8.73M

Top Sells

1
+$30M
2
+$9.95M
3
+$9.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.16M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.94M

Sector Composition

1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$24.4K ﹤0.01%
671
+14
202
$24.4K ﹤0.01%
290
+250
203
$24.1K ﹤0.01%
348
+200
204
$24K ﹤0.01%
162
+51
205
$23.5K ﹤0.01%
121
+9
206
$23.4K ﹤0.01%
257
-138
207
$23.1K ﹤0.01%
1,500
208
$22.6K ﹤0.01%
660
-6,684
209
$21.5K ﹤0.01%
446
+52
210
$21.2K ﹤0.01%
800
+500
211
$21K ﹤0.01%
865
-2,237
212
$20.1K ﹤0.01%
380
213
$19.6K ﹤0.01%
202
214
$19K ﹤0.01%
87
-39
215
$18.6K ﹤0.01%
600
216
$18.1K ﹤0.01%
+550
217
$18K ﹤0.01%
118
-164
218
$17.4K ﹤0.01%
102
+2
219
$17K ﹤0.01%
118
220
$16.7K ﹤0.01%
+80
221
$16.3K ﹤0.01%
344
-2,919
222
$16.1K ﹤0.01%
90
-125
223
$16K ﹤0.01%
249
-619
224
$15.9K ﹤0.01%
253
+126
225
$15.7K ﹤0.01%
285
-100
7 8
9
10 11