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
SBUX icon
501
Starbucks
SBUX
$112B
$3.24K ﹤0.01%
39
+29
NFG icon
502
National Fuel Gas
NFG
$8.38B
$3.2K ﹤0.01%
+40
YORW icon
503
York Water
YORW
$479M
$3.18K ﹤0.01%
100
SOFI icon
504
SoFi Technologies
SOFI
$23.5B
$3.17K ﹤0.01%
121
+98
DOLE icon
505
Dole
DOLE
$1.44B
$3.16K ﹤0.01%
+211
SAP icon
506
SAP
SAP
$205B
$3.16K ﹤0.01%
+13
HII icon
507
Huntington Ingalls Industries
HII
$14.1B
$3.06K ﹤0.01%
9
DELL icon
508
Dell
DELL
$140B
$3.02K ﹤0.01%
+24
ETHE
509
Grayscale Ethereum Staking ETF Shares
ETHE
$1.96B
$2.97K ﹤0.01%
122
XEL icon
510
Xcel Energy
XEL
$49.4B
$2.95K ﹤0.01%
40
SPOT icon
511
Spotify
SPOT
$107B
$2.9K ﹤0.01%
5
+4
ARKX icon
512
ARK Space & Defense Innovation ETF
ARKX
$821M
$2.9K ﹤0.01%
100
MPT
513
Medical Properties Trust
MPT
$3.15B
$2.88K ﹤0.01%
575
+473
GAP
514
The Gap Inc
GAP
$9.13B
$2.84K ﹤0.01%
111
+50
APA icon
515
APA Corp
APA
$13.3B
$2.84K ﹤0.01%
116
HOOD icon
516
Robinhood
HOOD
$76.3B
$2.83K ﹤0.01%
25
+10
PATK icon
517
Patrick Industries
PATK
$3.21B
$2.82K ﹤0.01%
+26
XME icon
518
State Street SPDR S&P Metals & Mining ETF
XME
$5.02B
$2.8K ﹤0.01%
+27
ES icon
519
Eversource Energy
ES
$25.8B
$2.76K ﹤0.01%
41
M icon
520
Macy's
M
$5.3B
$2.76K ﹤0.01%
125
LAC
521
Lithium Americas
LAC
$1.61B
$2.7K ﹤0.01%
+619
BE icon
522
Bloom Energy
BE
$65.7B
$2.69K ﹤0.01%
+31
ENVA icon
523
Enova International
ENVA
$4.16B
$2.67K ﹤0.01%
17
ILMN icon
524
Illumina
ILMN
$19.4B
$2.62K ﹤0.01%
+20
SNDK
525
Sandisk
SNDK
$146B
$2.61K ﹤0.01%
+11