SHIM
Stone House Investment Management Portfolio holdings
AUM
$544M
This Quarter Return
-0.14%
1 Year Return
+10.82%
3 Year Return
+38.87%
5 Year Return
+55.65%
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.88%
Holding
35
New
35
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$16M |
| 2 |
Procter & Gamble
PG
|
$13.6M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$10.1M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$8.58M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$6.85M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 11.43% |
| 2 | Financials | 1.25% |
| 3 | Healthcare | 0.19% |
