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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
$644M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$25.8M
3
+$12.7M
4
FENI icon
Fidelity Enhanced International ETF
FENI
+$11.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.65M

Top Sells

1
+$59.5M
2
+$13.3M
3
+$5.83M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.53M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.54M

Sector Composition

1 Consumer Staples 5.03%
2 Technology 0.92%
3 Financials 0.64%
4 Consumer Discretionary 0.51%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMI icon
226
Kinder Morgan
KMI
$70.8B
$26.3K ﹤0.01%
955
+42
ASM
227
Avino Silver & Gold Mines
ASM
$960M
$26.1K ﹤0.01%
4,208
+3,868
XLK icon
228
State Street Technology Select Sector SPDR ETF
XLK
$115B
$25.6K ﹤0.01%
+178
SLYG icon
229
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.71B
$25.6K ﹤0.01%
+272
XCEM icon
230
Columbia EM Core ex-China ETF
XCEM
$1.9B
$25.3K ﹤0.01%
660
BURL icon
231
Burlington
BURL
$20.6B
$25.1K ﹤0.01%
+87
CSCO icon
232
Cisco
CSCO
$468B
$24.8K ﹤0.01%
322
+48
MTZ icon
233
MasTec
MTZ
$26.5B
$24.6K ﹤0.01%
113
+3
EEM icon
234
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$24.4K ﹤0.01%
446
XAR icon
235
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.99B
$24.1K ﹤0.01%
+100
B
236
Barrick Mining
B
$62.3B
$24.1K ﹤0.01%
553
+263
CCI icon
237
Crown Castle
CCI
$40.8B
$23.7K ﹤0.01%
267
+3
CPNG icon
238
Coupang
CPNG
$27.1B
$23.6K ﹤0.01%
1,000
-100
UEC icon
239
Uranium Energy
UEC
$4.66B
$23.4K ﹤0.01%
2,007
+1,000
WDS icon
240
Woodside Energy
WDS
$41.9B
$23.4K ﹤0.01%
1,500
SLB icon
241
SLB Ltd
SLB
$83B
$22.8K ﹤0.01%
593
-104
VMBS icon
242
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.3B
$22.6K ﹤0.01%
+479
SPSM icon
243
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.6B
$22.5K ﹤0.01%
479
-46
TMUS icon
244
T-Mobile US
TMUS
$201B
$22.3K ﹤0.01%
110
-3
NEM icon
245
Newmont
NEM
$99B
$21.7K ﹤0.01%
217
+209
CMI icon
246
Cummins
CMI
$87B
$21.7K ﹤0.01%
42
+10
CME icon
247
CME Group
CME
$95.3B
$21.6K ﹤0.01%
79
+24
CAT icon
248
Caterpillar
CAT
$394B
$21.2K ﹤0.01%
37
+1
IVLU icon
249
iShares MSCI Intl Value Factor ETF
IVLU
$4.15B
$20.9K ﹤0.01%
550
EPD icon
250
Enterprise Products Partners
EPD
$81.9B
$20.7K ﹤0.01%
646
+46
8 9
10
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