SHIM

Stone House Investment Management Portfolio holdings

AUM $594M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Sells

1 +$32.4M
2 +$10.3M
3 +$10.1M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.28M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.18M

Sector Composition

1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ELV icon
301
Elevance Health
ELV
$83.3B
$6.22K ﹤0.01%
16
CYBR icon
302
CyberArk
CYBR
$22.9B
$6.1K ﹤0.01%
15
KNF icon
303
Knife River
KNF
$4.72B
$5.96K ﹤0.01%
73
NAMS icon
304
NewAmsterdam Pharma
NAMS
$3.59B
$5.89K ﹤0.01%
325
TLN
305
Talen Energy Corp
TLN
$17B
$5.82K ﹤0.01%
20
WEN icon
306
Wendy's
WEN
$1.58B
$5.77K ﹤0.01%
505
VEEV icon
307
Veeva Systems
VEEV
$36.5B
$5.76K ﹤0.01%
+20
STOK icon
308
Stoke Therapeutics
STOK
$1.64B
$5.67K ﹤0.01%
500
UUUU icon
309
Energy Fuels
UUUU
$5.21B
$5.64K ﹤0.01%
981
AVGO icon
310
Broadcom
AVGO
$1.67T
$5.51K ﹤0.01%
+20
THNQ icon
311
ROBO Global Artificial Intelligence ETF
THNQ
$300M
$5.5K ﹤0.01%
100
ITW icon
312
Illinois Tool Works
ITW
$76.4B
$5.44K ﹤0.01%
22
AU icon
313
AngloGold Ashanti
AU
$50B
$5.42K ﹤0.01%
+119
DPZ icon
314
Domino's
DPZ
$13.5B
$5.41K ﹤0.01%
+12
AEM icon
315
Agnico Eagle Mines
AEM
$99.1B
$5.35K ﹤0.01%
45
TTE icon
316
TotalEnergies
TTE
$142B
$5.34K ﹤0.01%
87
DUK icon
317
Duke Energy
DUK
$92.7B
$5.31K ﹤0.01%
45
MYGN icon
318
Myriad Genetics
MYGN
$552M
$5.31K ﹤0.01%
1,000
ZBRA icon
319
Zebra Technologies
ZBRA
$12.7B
$5.24K ﹤0.01%
+17
MDT icon
320
Medtronic
MDT
$124B
$5.23K ﹤0.01%
60
VRT icon
321
Vertiv
VRT
$67.6B
$5.14K ﹤0.01%
40
XEL icon
322
Xcel Energy
XEL
$44.7B
$5.11K ﹤0.01%
+75
RXRX icon
323
Recursion Pharmaceuticals
RXRX
$2.43B
$5.06K ﹤0.01%
1,000
-200
ADBE icon
324
Adobe
ADBE
$124B
$5.03K ﹤0.01%
13
-23
NGD
325
New Gold Inc
NGD
$8.76B
$4.95K ﹤0.01%
+1,000