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
COLB icon
351
Columbia Banking Systems
COLB
$8.44B
$9.9K ﹤0.01%
361
+4
AEM icon
352
Agnico Eagle Mines
AEM
$102B
$9.74K ﹤0.01%
48
RKLB icon
353
Rocket Lab Corp
RKLB
$52B
$9.63K ﹤0.01%
150
+29
TT icon
354
Trane Technologies
TT
$106B
$9.59K ﹤0.01%
23
+22
CDE icon
355
Coeur Mining
CDE
$20B
$9.52K ﹤0.01%
507
+498
MET icon
356
MetLife
MET
$50.5B
$9.48K ﹤0.01%
134
MP icon
357
MP Materials
MP
$12.3B
$9.46K ﹤0.01%
196
+84
BABA icon
358
Alibaba
BABA
$327B
$9.44K ﹤0.01%
75
-3
AME icon
359
Ametek
AME
$53.5B
$9.43K ﹤0.01%
44
HASI icon
360
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.18B
$9.41K ﹤0.01%
256
KGC icon
361
Kinross Gold
KGC
$38.4B
$9.37K ﹤0.01%
307
+10
TRX icon
362
TRX Gold Corp
TRX
$420M
$9.36K ﹤0.01%
6,240
TTE icon
363
TotalEnergies
TTE
$188B
$9.28K ﹤0.01%
102
KTB icon
364
Kontoor Brands
KTB
$4.2B
$9.21K ﹤0.01%
+131
BBWI icon
365
Bath & Body Works
BBWI
$4.12B
$9.17K ﹤0.01%
+491
SAN icon
366
Banco Santander
SAN
$177B
$9.13K ﹤0.01%
809
CCL icon
367
Carnival Corp
CCL
$37.3B
$9.06K ﹤0.01%
350
TXNM
368
TXNM Energy Inc
TXNM
$6.43B
$9.03K ﹤0.01%
155
+134
CORZ icon
369
Core Scientific
CORZ
$6.55B
$8.98K ﹤0.01%
600
BOW
370
Bowhead Specialty Holdings
BOW
$787M
$8.9K ﹤0.01%
397
+228
EWJ icon
371
iShares MSCI Japan ETF
EWJ
$20.2B
$8.87K ﹤0.01%
105
XEL icon
372
Xcel Energy
XEL
$49.4B
$8.82K ﹤0.01%
111
+71
PWR icon
373
Quanta Services
PWR
$92.1B
$8.78K ﹤0.01%
16
+4
V icon
374
Visa
V
$596B
$8.77K ﹤0.01%
29
+11
XLF icon
375
State Street Financial Select Sector SPDR ETF
XLF
$51.1B
$8.64K ﹤0.01%
+175