SHIM
Stone House Investment Management Portfolio holdings
AUM
$544M
This Quarter Return
+6.77%
1 Year Return
+10.82%
3 Year Return
+38.87%
5 Year Return
+55.65%
10 Year Return
–
AUM
$247M
AUM Growth
+$247M
(+24%)
Cap. Flow
+$36.9M
Cap. Flow
% of AUM
14.91%
Top 10 Holdings %
Top 10 Hldgs %
67.4%
Holding
39
New
6
Increased
17
Reduced
15
Closed
1
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$22.7M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$9.54M |
| 3 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$8.2M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$5.64M |
| 5 |
iShares MSCI ACWI ex US ETF
ACWX
|
$1.27M |
Top Sells
| 1 |
iShares US Equity Factor ETF
LRGF
|
$5.4M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$2.81M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.58M |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$1.53M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$840K |
Sector Composition
| 1 | Consumer Staples | 10.6% |
| 2 | Technology | 0.41% |
| 3 | Financials | 0.4% |
| 4 | Healthcare | 0.11% |
| 5 | Consumer Discretionary | 0.09% |
