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
$148M
AUM Growth
+$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.41M
3
+$2.26M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.69M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.52M

Top Sells

1
+$2.54M
2
+$1.94M
3
+$1.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.36M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.12M

Sector Composition

1 Consumer Staples 12.95%
2 Financials 0.93%
3 Energy 0.22%
4 Technology 0.19%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.1M 12.95%
208,176
+2,057
2
$17.7M 11.95%
65,654
-7,234
3
$11.6M 7.85%
203,744
+53,137
4
$11.3M 7.63%
170,502
+1,930
5
$10.5M 7.08%
91,583
+3,037
6
$8.37M 5.66%
76,536
+4,768
7
$6.83M 4.62%
123,645
+41,017
8
$6.61M 4.47%
130,090
-11,905
9
$5.7M 3.86%
74,264
+19,843
10
$5.37M 3.64%
110,448
+49,637
11
$4.78M 3.23%
45,233
+15,996
12
$4.32M 2.93%
113,890
-930
13
$4.26M 2.88%
111,500
-35,560
14
$3.34M 2.26%
33,431
+1,605
15
$3.29M 2.23%
65,903
+23,169
16
$2.89M 1.96%
54,753
-15,907
17
$2.77M 1.88%
23,868
-21,916
18
$2.4M 1.62%
19,712
-9,228
19
$2.21M 1.5%
95,998
-1,145
20
$2.18M 1.48%
25,852
-71
21
$2.09M 1.42%
57,593
+1,379
22
$1.85M 1.25%
27,743
+319
23
$1.4M 0.95%
11,056
+442
24
$1.37M 0.93%
29,424
-286
25
$1.2M 0.81%
34,387
+1,780
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