SHIM
Stone House Investment Management Portfolio holdings
AUM
$544M
This Quarter Return
+3.98%
1 Year Return
+10.82%
3 Year Return
+38.87%
5 Year Return
+55.65%
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(-32%)
Cap. Flow
-$68M
Cap. Flow
% of AUM
-49.69%
Top 10 Holdings %
Top 10 Hldgs %
80.05%
Holding
50
New
8
Increased
11
Reduced
8
Closed
23
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$6.41M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$4.96M |
| 3 |
iShares MSCI USA Size Factor ETF
SIZE
|
$4.32M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$4.18M |
| 5 |
Procter & Gamble
PG
|
$1.42M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$24.4M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$14.9M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$7.89M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$6M |
| 5 |
iShares MBS ETF
MBB
|
$5.31M |
Sector Composition
| 1 | Consumer Staples | 18.26% |
| 2 | Healthcare | 0.18% |
| 3 | Financials | 0% |
| 4 | Technology | 0% |
