SHIM
Stone House Investment Management Portfolio holdings
AUM
$544M
This Quarter Return
+5.19%
1 Year Return
+10.82%
3 Year Return
+38.87%
5 Year Return
+55.65%
10 Year Return
–
AUM
$296M
AUM Growth
+$296M
(+5.5%)
Cap. Flow
+$3.26M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
79.88%
Holding
319
New
269
Increased
13
Reduced
23
Closed
8
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$16.3M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$10.4M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$9.89M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
$4.9M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$2.53M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 11.56% |
| 2 | Technology | 0.57% |
| 3 | Consumer Discretionary | 0.33% |
| 4 | Financials | 0.33% |
| 5 | Healthcare | 0.24% |
