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
$644M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Sells

1 +$59.5M
2 +$13.3M
3 +$5.83M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.53M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.54M

Sector Composition

1 Consumer Staples 5.03%
2 Technology 0.92%
3 Financials 0.64%
4 Consumer Discretionary 0.51%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DHR icon
376
Danaher
DHR
$126B
$6.64K ﹤0.01%
29
+1
ETHA
377
iShares Ethereum Trust ETF
ETHA
$7.73B
$6.62K ﹤0.01%
295
INSW icon
378
International Seaways
INSW
$3.8B
$6.6K ﹤0.01%
136
WEN icon
379
Wendy's
WEN
$1.32B
$6.51K ﹤0.01%
781
+276
AQST icon
380
Aquestive Therapeutics
AQST
$497M
$6.46K ﹤0.01%
1,000
DAL icon
381
Delta Air Lines
DAL
$44.9B
$6.45K ﹤0.01%
93
DUK icon
382
Duke Energy
DUK
$99.6B
$6.45K ﹤0.01%
55
+4
UAMY icon
383
United States Antimony
UAMY
$1.45B
$6.43K ﹤0.01%
1,280
+450
BHP icon
384
BHP
BHP
$203B
$6.4K ﹤0.01%
106
+10
THNQ icon
385
ROBO Global Artificial Intelligence ETF
THNQ
$327M
$6.35K ﹤0.01%
100
V icon
386
Visa
V
$594B
$6.31K ﹤0.01%
18
+14
ELV icon
387
Elevance Health
ELV
$75.2B
$6.31K ﹤0.01%
18
+2
ECG
388
Everus Construction Group
ECG
$6.96B
$6.25K ﹤0.01%
73
AEP icon
389
American Electric Power
AEP
$73.4B
$6.23K ﹤0.01%
54
+3
ROBT icon
390
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$680M
$6.22K ﹤0.01%
120
BKU icon
391
Bankunited
BKU
$3.43B
$6.15K ﹤0.01%
138
+116
MYGN icon
392
Myriad Genetics
MYGN
$452M
$6.15K ﹤0.01%
1,000
EWY icon
393
iShares MSCI South Korea ETF
EWY
$20.3B
$6.13K ﹤0.01%
+63
FAST icon
394
Fastenal
FAST
$52.2B
$6.02K ﹤0.01%
150
+146
BKR icon
395
Baker Hughes
BKR
$64B
$6.01K ﹤0.01%
132
CRH icon
396
CRH
CRH
$78.3B
$5.99K ﹤0.01%
48
+45
RF icon
397
Regions Financial
RF
$24.3B
$5.96K ﹤0.01%
+220
UROY
398
Uranium Royalty Corp
UROY
$548M
$5.91K ﹤0.01%
1,668
IVZ icon
399
Invesco
IVZ
$11.3B
$5.86K ﹤0.01%
223
+11
MCHI icon
400
iShares MSCI China ETF
MCHI
$6.84B
$5.83K ﹤0.01%
+97