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
$544M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Sells

1 +$32.4M
2 +$10.3M
3 +$10.1M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.28M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.18M

Sector Composition

1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TMC icon
426
TMC The Metals Company
TMC
$2.04B
$1.52K ﹤0.01%
+230
COLB icon
427
Columbia Banking Systems
COLB
$8.05B
$1.45K ﹤0.01%
62
+60
DHF
428
BNY Mellon High Yield Strategies Fund
DHF
$185M
$1.44K ﹤0.01%
552
APD icon
429
Air Products & Chemicals
APD
$57.8B
$1.41K ﹤0.01%
+5
CBRE icon
430
CBRE Group
CBRE
$45.8B
$1.4K ﹤0.01%
+10
APA icon
431
APA Corp
APA
$8.77B
$1.37K ﹤0.01%
+75
HBI icon
432
Hanesbrands
HBI
$2.37B
$1.37K ﹤0.01%
299
NNOX icon
433
Nano X Imaging
NNOX
$191M
$1.29K ﹤0.01%
250
FDX icon
434
FedEx
FDX
$63.2B
$1.27K ﹤0.01%
6
-23
CNH
435
CNH Industrial
CNH
$12.4B
$1.27K ﹤0.01%
+98
TOL icon
436
Toll Brothers
TOL
$12.6B
$1.25K ﹤0.01%
+11
PPL icon
437
PPL Corp
PPL
$27.2B
$1.25K ﹤0.01%
37
ASM
438
Avino Silver & Gold Mines
ASM
$736M
$1.22K ﹤0.01%
+340
PPTA
439
Perpetua Resources
PPTA
$2.67B
$1.21K ﹤0.01%
+100
MSTR icon
440
Strategy Inc
MSTR
$57.4B
$1.21K ﹤0.01%
+3
HL icon
441
Hecla Mining
HL
$9.85B
$1.2K ﹤0.01%
+200
HYDR icon
442
Global X Hydrogen ETF
HYDR
$60.6M
$1.17K ﹤0.01%
50
BTG icon
443
B2Gold
BTG
$5.53B
$1.16K ﹤0.01%
+320
MTH icon
444
Meritage Homes
MTH
$4.7B
$1.14K ﹤0.01%
+17
D icon
445
Dominion Energy
D
$52B
$1.13K ﹤0.01%
20
MPAA icon
446
Motorcar Parts of America
MPAA
$260M
$1.12K ﹤0.01%
+100
HAYW icon
447
Hayward Holdings
HAYW
$3.37B
$1.12K ﹤0.01%
+81
U icon
448
Unity
U
$15.8B
$1.11K ﹤0.01%
+46
BSX icon
449
Boston Scientific
BSX
$154B
$1.07K ﹤0.01%
+10
ATRO icon
450
Astronics
ATRO
$1.85B
$1.07K ﹤0.01%
+32