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
IVZ icon
376
Invesco
IVZ
$13.1B
$4.86K ﹤0.01%
+212
MMM icon
377
3M
MMM
$89.1B
$4.81K ﹤0.01%
31
+4
SMCI icon
378
Super Micro Computer
SMCI
$19.5B
$4.79K ﹤0.01%
+100
VGZ icon
379
Vista Gold
VGZ
$280M
$4.73K ﹤0.01%
+2,220
IREN icon
380
Iris Energy
IREN
$19B
$4.69K ﹤0.01%
+100
TY icon
381
TRI-Continental Corp
TY
$1.73B
$4.63K ﹤0.01%
136
+1
WEN icon
382
Wendy's
WEN
$1.58B
$4.63K ﹤0.01%
505
TIGO icon
383
Millicom
TIGO
$9.81B
$4.61K ﹤0.01%
+95
MSI icon
384
Motorola Solutions
MSI
$66.7B
$4.57K ﹤0.01%
10
+1
KTOS icon
385
Kratos Defense & Security Solutions
KTOS
$22.1B
$4.57K ﹤0.01%
50
PPC icon
386
Pilgrim's Pride
PPC
$9.83B
$4.52K ﹤0.01%
+111
SYK icon
387
Stryker
SYK
$139B
$4.44K ﹤0.01%
12
+2
XYL icon
388
Xylem
XYL
$35.6B
$4.42K ﹤0.01%
+30
WAB icon
389
Wabtec
WAB
$39.3B
$4.41K ﹤0.01%
22
BOH icon
390
Bank of Hawaii
BOH
$2.83B
$4.4K ﹤0.01%
+67
PPL icon
391
PPL Corp
PPL
$27.2B
$4.38K ﹤0.01%
118
+81
IDR icon
392
Idaho Strategic Resources
IDR
$692M
$4.33K ﹤0.01%
128
+56
TTMI icon
393
TTM Technologies
TTMI
$10.4B
$4.32K ﹤0.01%
+75
COHR icon
394
Coherent
COHR
$30B
$4.31K ﹤0.01%
+40
CF icon
395
CF Industries
CF
$13.5B
$4.31K ﹤0.01%
48
+3
ACLS icon
396
Axcelis
ACLS
$2.86B
$4.3K ﹤0.01%
+44
E icon
397
ENI
E
$57.2B
$4.19K ﹤0.01%
120
ETHE
398
Grayscale Ethereum Staking ETF Shares
ETHE
$3.69B
$4.18K ﹤0.01%
122
-10
AME icon
399
Ametek
AME
$49.6B
$4.14K ﹤0.01%
22
HOG icon
400
Harley-Davidson
HOG
$2.42B
$4.1K ﹤0.01%
+147