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
UROY
426
Uranium Royalty Corp
UROY
$562M
$6.09K ﹤0.01%
1,668
FETH
427
Fidelity Ethereum Fund
FETH
$1.01B
$6.05K ﹤0.01%
+290
MDU icon
428
MDU Resources
MDU
$4.38B
$6.05K ﹤0.01%
292
RIO icon
429
Rio Tinto
RIO
$163B
$5.97K ﹤0.01%
64
+17
KNSA icon
430
Kiniksa Pharmaceuticals
KNSA
$3.25B
$5.92K ﹤0.01%
123
+82
THNQ icon
431
ROBO Global Artificial Intelligence ETF
THNQ
$322M
$5.9K ﹤0.01%
100
TMO icon
432
Thermo Fisher Scientific
TMO
$191B
$5.9K ﹤0.01%
12
BCH icon
433
Banco de Chile
BCH
$19.8B
$5.85K ﹤0.01%
158
+24
CF icon
434
CF Industries
CF
$18.8B
$5.84K ﹤0.01%
45
IONQ icon
435
IonQ
IONQ
$17.4B
$5.77K ﹤0.01%
200
+150
MPT
436
Medical Properties Trust
MPT
$3.19B
$5.73K ﹤0.01%
1,238
+663
ITW icon
437
Illinois Tool Works
ITW
$78.1B
$5.73K ﹤0.01%
22
CRH icon
438
CRH
CRH
$78.4B
$5.68K ﹤0.01%
54
+6
XLP icon
439
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$5.66K ﹤0.01%
+69
ELV icon
440
Elevance Health
ELV
$72.1B
$5.56K ﹤0.01%
19
+1
SPGI icon
441
S&P Global
SPGI
$132B
$5.53K ﹤0.01%
13
+4
SBUX icon
442
Starbucks
SBUX
$113B
$5.51K ﹤0.01%
62
+23
WAB icon
443
Wabtec
WAB
$43.8B
$5.5K ﹤0.01%
22
ADP icon
444
Automatic Data Processing
ADP
$81.2B
$5.49K ﹤0.01%
27
STK
445
Columbia Seligman Premium Technology Growth Fund
STK
$813M
$5.46K ﹤0.01%
144
MDT icon
446
Medtronic
MDT
$107B
$5.46K ﹤0.01%
63
-11
PRIM icon
447
Primoris Services
PRIM
$8.93B
$5.44K ﹤0.01%
38
ASX icon
448
ASE Group
ASX
$65.6B
$5.42K ﹤0.01%
250
IVZ icon
449
Invesco
IVZ
$11.1B
$5.42K ﹤0.01%
223
QSOL
450
Invesco Galaxy Solana ETF
QSOL
$1.58M
$5.39K ﹤0.01%
+650