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
$594M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Sells

1 +$14.1M
2 +$10.5M
3 +$6.06M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.5M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.97M

Sector Composition

1 Consumer Staples 6.09%
2 Technology 0.96%
3 Financials 0.7%
4 Consumer Discretionary 0.53%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
URTH icon
326
iShares MSCI World ETF
URTH
$6.87B
$7.08K ﹤0.01%
39
DJT icon
327
Trump Media & Technology Group
DJT
$3.84B
$7.01K ﹤0.01%
+427
TER icon
328
Teradyne
TER
$35.7B
$6.88K ﹤0.01%
50
+30
PPTA
329
Perpetua Resources
PPTA
$3.93B
$6.82K ﹤0.01%
337
+237
MDT icon
330
Medtronic
MDT
$124B
$6.76K ﹤0.01%
71
+11
PINS icon
331
Pinterest
PINS
$17.5B
$6.69K ﹤0.01%
208
BKR icon
332
Baker Hughes
BKR
$51.1B
$6.43K ﹤0.01%
132
+51
THNQ icon
333
ROBO Global Artificial Intelligence ETF
THNQ
$300M
$6.4K ﹤0.01%
100
PSIX
334
Power Solutions International
PSIX
$1.75B
$6.38K ﹤0.01%
65
ROBT icon
335
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$713M
$6.35K ﹤0.01%
+120
DUK icon
336
Duke Energy
DUK
$92.7B
$6.31K ﹤0.01%
51
+6
INSW icon
337
International Seaways
INSW
$2.78B
$6.27K ﹤0.01%
136
+36
ECG
338
Everus Construction Group
ECG
$4.72B
$6.26K ﹤0.01%
73
DASH icon
339
DoorDash
DASH
$88.5B
$6.26K ﹤0.01%
23
+3
HL icon
340
Hecla Mining
HL
$17.8B
$6.2K ﹤0.01%
512
+312
CRWV
341
CoreWeave Inc
CRWV
$50.4B
$6.16K ﹤0.01%
45
+35
SSRM icon
342
SSR Mining
SSRM
$4.64B
$6.11K ﹤0.01%
+250
URNM icon
343
Sprott Uranium Miners ETF
URNM
$2.24B
$6.04K ﹤0.01%
100
VRT icon
344
Vertiv
VRT
$67.6B
$6.03K ﹤0.01%
40
ASML icon
345
ASML
ASML
$527B
$5.81K ﹤0.01%
+6
RKLB icon
346
Rocket Lab Corp
RKLB
$51.4B
$5.75K ﹤0.01%
120
AEP icon
347
American Electric Power
AEP
$64.1B
$5.74K ﹤0.01%
51
+6
ITW icon
348
Illinois Tool Works
ITW
$76.4B
$5.74K ﹤0.01%
22
QCOM icon
349
Qualcomm
QCOM
$171B
$5.74K ﹤0.01%
34
+4
CMC icon
350
Commercial Metals
CMC
$8.25B
$5.73K ﹤0.01%
+100