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
EMR icon
426
Emerson Electric
EMR
$79.4B
$5.04K ﹤0.01%
38
+31
SPHY icon
427
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.6B
$4.95K ﹤0.01%
+209
ING icon
428
ING
ING
$80.3B
$4.93K ﹤0.01%
+176
DTM icon
429
DT Midstream
DTM
$13.7B
$4.91K ﹤0.01%
41
+14
CMCSA icon
430
Comcast
CMCSA
$99.2B
$4.9K ﹤0.01%
164
+145
CL icon
431
Colgate-Palmolive
CL
$67.9B
$4.9K ﹤0.01%
62
+56
AAL icon
432
American Airlines Group
AAL
$8B
$4.9K ﹤0.01%
320
+227
GROY icon
433
Gold Royalty Corp
GROY
$803M
$4.85K ﹤0.01%
+1,200
BOW
434
Bowhead Specialty Holdings
BOW
$786M
$4.82K ﹤0.01%
169
+92
MYRG icon
435
MYR Group
MYRG
$5.27B
$4.81K ﹤0.01%
+22
CFG icon
436
Citizens Financial Group
CFG
$27.2B
$4.79K ﹤0.01%
82
+46
TY icon
437
TRI-Continental Corp
TY
$1.82B
$4.76K ﹤0.01%
146
+10
TM icon
438
Toyota
TM
$251B
$4.74K ﹤0.01%
22
+1
APH icon
439
Amphenol
APH
$184B
$4.73K ﹤0.01%
35
+8
PRIM icon
440
Primoris Services
PRIM
$9.31B
$4.72K ﹤0.01%
+38
PFE icon
441
Pfizer
PFE
$154B
$4.71K ﹤0.01%
189
+141
SPGI icon
442
S&P Global
SPGI
$129B
$4.7K ﹤0.01%
9
+7
INDA icon
443
iShares MSCI India ETF
INDA
$6.33B
$4.7K ﹤0.01%
+87
WAB icon
444
Wabtec
WAB
$45.3B
$4.7K ﹤0.01%
22
DC icon
445
Dakota Gold
DC
$761M
$4.66K ﹤0.01%
+820
SLVM icon
446
Sylvamo
SLVM
$1.64B
$4.62K ﹤0.01%
96
+60
JAVA icon
447
JPMorgan Active Value ETF
JAVA
$6.29B
$4.61K ﹤0.01%
+64
SYK icon
448
Stryker
SYK
$125B
$4.57K ﹤0.01%
13
+1
E icon
449
ENI
E
$79.6B
$4.55K ﹤0.01%
120
TMC icon
450
TMC The Metals Company
TMC
$2.21B
$4.5K ﹤0.01%
730
+200