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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 Buys

1
+$63.4M
2
+$25.8M
3
+$12.7M
4
FENI icon
Fidelity Enhanced International ETF
FENI
+$11.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.65M

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
NVS icon
476
Novartis
NVS
$283B
$3.68K ﹤0.01%
27
+2
CNI icon
477
Canadian National Railway
CNI
$72.3B
$3.66K ﹤0.01%
37
+4
FHLC icon
478
Fidelity MSCI Health Care Index ETF
FHLC
$3.04B
$3.64K ﹤0.01%
+49
QTWO icon
479
Q2 Holdings
QTWO
$2.76B
$3.61K ﹤0.01%
50
FISI icon
480
Financial Institutions
FISI
$745M
$3.58K ﹤0.01%
115
+34
GIS icon
481
General Mills
GIS
$18B
$3.58K ﹤0.01%
77
+49
CRWV
482
CoreWeave Inc
CRWV
$52.2B
$3.58K ﹤0.01%
50
+5
STLD icon
483
Steel Dynamics
STLD
$38.7B
$3.56K ﹤0.01%
21
CDW icon
484
CDW
CDW
$16.5B
$3.54K ﹤0.01%
26
-45
WCN
485
Waste Connections
WCN
$40.4B
$3.51K ﹤0.01%
+20
ALAB icon
486
Astera Labs
ALAB
$56.7B
$3.49K ﹤0.01%
21
+1
CF icon
487
CF Industries
CF
$16.8B
$3.48K ﹤0.01%
45
-3
MAA icon
488
Mid-America Apartment Communities
MAA
$16.3B
$3.47K ﹤0.01%
+25
MSI icon
489
Motorola Solutions
MSI
$68.3B
$3.45K ﹤0.01%
9
-1
FIDI icon
490
Fidelity International High Dividend ETF
FIDI
$332M
$3.45K ﹤0.01%
+133
LGN
491
Legence Corp
LGN
$6.2B
$3.44K ﹤0.01%
80
DG icon
492
Dollar General
DG
$24.3B
$3.44K ﹤0.01%
26
EWZ icon
493
iShares MSCI Brazil ETF
EWZ
$9.44B
$3.43K ﹤0.01%
+108
HLN icon
494
Haleon
HLN
$40.1B
$3.43K ﹤0.01%
+339
SPYV icon
495
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$34.8B
$3.42K ﹤0.01%
60
TIGO icon
496
Millicom
TIGO
$15B
$3.33K ﹤0.01%
60
-35
DOCS icon
497
Doximity
DOCS
$3.7B
$3.32K ﹤0.01%
75
+8
APAM icon
498
Artisan Partners
APAM
$2.45B
$3.3K ﹤0.01%
81
-115
IEF icon
499
iShares 7-10 Year Treasury Bond ETF
IEF
$46.9B
$3.28K ﹤0.01%
+34
TBBB icon
500
BBB Foods
TBBB
$4.84B
$3.27K ﹤0.01%
98
+8
18 19
20
21 22