SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$558M
AUM Growth
-$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$16.9M
3
+$12.5M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$4.9M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$4.4M

Top Sells

1
+$63.8M
2
+$29.2M
3
+$27.4M
4
IAU icon
iShares Gold Trust
IAU
+$7.55M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$6.83M

Sector Composition

1 Consumer Staples 5.6%
2 Technology 1.05%
3 Financials 0.81%
4 Consumer Discretionary 0.58%
5 Industrials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INSM icon
226
Insmed
INSM
$31.2B
$32.7K 0.01%
200
-2
HCA icon
227
HCA Healthcare
HCA
$105B
$32.2K 0.01%
+68
MDLZ icon
228
Mondelez International
MDLZ
$72B
$32.2K 0.01%
558
-137
GRMN icon
229
Garmin
GRMN
$51.3B
$31.3K 0.01%
135
+44
CVS icon
230
CVS Health
CVS
$98B
$30.9K 0.01%
430
+17
WMB icon
231
Williams Companies
WMB
$86.9B
$30.5K 0.01%
419
+129
SHOP icon
232
Shopify
SHOP
$172B
$30.5K 0.01%
257
+30
SLB icon
233
SLB Ltd
SLB
$81.6B
$30.5K 0.01%
593
CZFS icon
234
Citizens Financial Services
CZFS
$332M
$30.3K 0.01%
496
CSCO icon
235
Cisco
CSCO
$355B
$30.3K 0.01%
390
+68
UAL icon
236
United Airlines
UAL
$29.8B
$29.8K 0.01%
324
CMI icon
237
Cummins
CMI
$88.4B
$29.8K 0.01%
55
+13
ET icon
238
Energy Transfer Partners
ET
$65.6B
$29.2K 0.01%
1,515
+259
STLA icon
239
Stellantis
STLA
$24.6B
$28.4K 0.01%
+4,000
BURL icon
240
Burlington
BURL
$21.2B
$28.3K 0.01%
87
SPMD icon
241
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.9B
$28.3K 0.01%
478
-57
EEM icon
242
iShares MSCI Emerging Markets ETF
EEM
$28.1B
$28.3K 0.01%
498
+52
SCHW icon
243
Charles Schwab
SCHW
$159B
$28K 0.01%
298
+31
MAS icon
244
Masco
MAS
$15B
$27.5K ﹤0.01%
455
-84
UEC icon
245
Uranium Energy
UEC
$7.43B
$27.3K ﹤0.01%
2,023
+16
AGI icon
246
Alamos Gold
AGI
$19B
$27.1K ﹤0.01%
611
+511
HAL icon
247
Halliburton
HAL
$32.7B
$27K ﹤0.01%
693
+5
BTU icon
248
Peabody Energy
BTU
$3.38B
$27K ﹤0.01%
818
+202
XCEM icon
249
Columbia EM Core ex-China ETF
XCEM
$1.75B
$26.9K ﹤0.01%
660
SBAC icon
250
SBA Communications
SBAC
$22.5B
$26.4K ﹤0.01%
154
+1
8 9
10
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