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
ONDS icon
476
Ondas Holdings
ONDS
$3.01B
$2.16K ﹤0.01%
+280
HOOD icon
477
Robinhood
HOOD
$113B
$2.15K ﹤0.01%
+15
XPEV icon
478
XPeng
XPEV
$18.7B
$2.13K ﹤0.01%
+91
FRME icon
479
First Merchants
FRME
$2.13B
$2.11K ﹤0.01%
+56
DOW icon
480
Dow Inc
DOW
$17B
$2.11K ﹤0.01%
92
-79
MIR icon
481
Mirion Technologies
MIR
$6.07B
$2.09K ﹤0.01%
+90
BOW
482
Bowhead Specialty Holdings
BOW
$878M
$2.08K ﹤0.01%
+77
GEO icon
483
The GEO Group
GEO
$2.31B
$2.05K ﹤0.01%
+100
HBNC icon
484
Horizon Bancorp
HBNC
$884M
$2.05K ﹤0.01%
+128
UMC icon
485
United Microelectronic
UMC
$19.5B
$2.05K ﹤0.01%
+270
VLY icon
486
Valley National Bancorp
VLY
$6.38B
$2.05K ﹤0.01%
+193
HBI
487
DELISTED
Hanesbrands
HBI
$1.97K ﹤0.01%
299
UPBD icon
488
Upbound Group
UPBD
$1.04B
$1.96K ﹤0.01%
+83
ENVA icon
489
Enova International
ENVA
$3.25B
$1.96K ﹤0.01%
+17
CLF icon
490
Cleveland-Cliffs
CLF
$7.35B
$1.95K ﹤0.01%
160
+100
AMCR icon
491
Amcor
AMCR
$19.4B
$1.94K ﹤0.01%
237
-237
MSTR icon
492
Strategy Inc
MSTR
$52.1B
$1.93K ﹤0.01%
6
+3
CFG icon
493
Citizens Financial Group
CFG
$23.5B
$1.91K ﹤0.01%
+36
ALT icon
494
Altimmune
ALT
$497M
$1.89K ﹤0.01%
500
RPD icon
495
Rapid7
RPD
$1.01B
$1.88K ﹤0.01%
+100
U icon
496
Unity
U
$19B
$1.84K ﹤0.01%
46
PHIN icon
497
Phinia Inc
PHIN
$2.09B
$1.84K ﹤0.01%
+32
MARA icon
498
Marathon Digital Holdings
MARA
$4.5B
$1.83K ﹤0.01%
+100
SLNO icon
499
Soleno Therapeutics
SLNO
$2.58B
$1.82K ﹤0.01%
+27
ATEN icon
500
A10 Networks
ATEN
$1.24B
$1.81K ﹤0.01%
+100