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
$257M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$516
2
+$471

Top Sells

1
+$1.72K

Sector Composition

1 Consumer Staples 10.41%
2 Technology 0.45%
3 Financials 0.31%
4 Healthcare 0.1%
5 Materials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.5M 15.8%
94,654
2
$27.7M 10.79%
64,381
-4
3
$26.7M 10.41%
197,848
4
$23.6M 9.19%
239,501
5
$16.3M 6.34%
221,732
6
$15.4M 6.01%
288,237
7
$14.9M 5.81%
560,143
8
$13.9M 5.43%
268,950
9
$10.2M 3.99%
95,338
10
$10.1M 3.93%
223,078
11
$7.37M 2.87%
49,949
12
$6.95M 2.71%
61,544
13
$6.92M 2.7%
126,208
14
$5.87M 2.29%
112,033
15
$4.43M 1.73%
128,430
16
$4.34M 1.69%
294,524
+35
17
$4.09M 1.6%
56,269
18
$2.5M 0.97%
21,180
+4
19
$2.49M 0.97%
83,255
20
$2.18M 0.85%
55,117
21
$1.64M 0.64%
14,250
22
$1.16M 0.45%
8,500
23
$986K 0.38%
8,886
24
$965K 0.38%
17,014
25
$791K 0.31%
18,564
1
2