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 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
SLYG icon
251
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.41B
$26.3K ﹤0.01%
272
CAT icon
252
Caterpillar
CAT
$376B
$26.2K ﹤0.01%
37
UMH
253
UMH Properties
UMH
$1.31B
$26.2K ﹤0.01%
1,816
VKTX icon
254
Viking Therapeutics
VKTX
$3.97B
$26K ﹤0.01%
800
NEM icon
255
Newmont
NEM
$121B
$25.7K ﹤0.01%
237
+20
XAR icon
256
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6B
$25.4K ﹤0.01%
100
EPD icon
257
Enterprise Products Partners
EPD
$81.6B
$24.4K ﹤0.01%
646
NFLX icon
258
Netflix
NFLX
$393B
$24.3K ﹤0.01%
253
+109
B
259
Barrick Mining
B
$68.2B
$23.7K ﹤0.01%
580
+27
AMAT icon
260
Applied Materials
AMAT
$320B
$23.4K ﹤0.01%
69
+35
TMUS icon
261
T-Mobile US
TMUS
$208B
$23.3K ﹤0.01%
111
+1
MO icon
262
Altria Group
MO
$109B
$23.3K ﹤0.01%
353
+214
XLE icon
263
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$23.3K ﹤0.01%
380
JMIA
264
Jumia Technologies
JMIA
$923M
$23.1K ﹤0.01%
3,350
EQT icon
265
EQT Corp
EQT
$36.7B
$23K ﹤0.01%
362
+262
SSRM icon
266
SSR Mining
SSRM
$6.27B
$23K ﹤0.01%
783
+533
MRX
267
Marex Group
MRX
$3.6B
$22.3K ﹤0.01%
501
+115
CCI icon
268
Crown Castle
CCI
$37.5B
$22K ﹤0.01%
271
+4
IVLU icon
269
iShares MSCI Intl Value Factor ETF
IVLU
$3.93B
$21.8K ﹤0.01%
550
TFC icon
270
Truist Financial
TFC
$63.5B
$21.7K ﹤0.01%
473
+193
UUUU icon
271
Energy Fuels
UUUU
$5.62B
$21.6K ﹤0.01%
1,181
CAVA icon
272
CAVA Group
CAVA
$11.3B
$21.5K ﹤0.01%
266
+11
BTC
273
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
$21K ﹤0.01%
+700
CW icon
274
Curtiss-Wright
CW
$26.2B
$20.4K ﹤0.01%
30
EQPT
275
EquipmentShare.com Inc
EQPT
$5.71B
$20.4K ﹤0.01%
+1,000