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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
BTI icon
526
British American Tobacco
BTI
$132B
$2.6K ﹤0.01%
46
STM icon
527
STMicroelectronics
STM
$62.9B
$2.59K ﹤0.01%
+100
XBI icon
528
State Street SPDR S&P Biotech ETF
XBI
$7.79B
$2.56K ﹤0.01%
+21
VLY icon
529
Valley National Bancorp
VLY
$7.85B
$2.56K ﹤0.01%
219
+26
ADMA icon
530
ADMA Biologics
ADMA
$1.97B
$2.54K ﹤0.01%
139
+130
UPS icon
531
United Parcel Service
UPS
$87.8B
$2.53K ﹤0.01%
26
+22
DD icon
532
DuPont de Nemours
DD
$18.3B
$2.51K ﹤0.01%
63
-284
GPRO icon
533
GoPro
GPRO
$137M
$2.43K ﹤0.01%
1,725
KLAC icon
534
KLA
KLAC
$279B
$2.43K ﹤0.01%
2
+1
VAC icon
535
Marriott Vacations Worldwide
VAC
$3.01B
$2.42K ﹤0.01%
42
JOBY icon
536
Joby Aviation
JOBY
$8.72B
$2.42K ﹤0.01%
183
+83
GRAB icon
537
Grab
GRAB
$13.4B
$2.42K ﹤0.01%
+484
TECK icon
538
Teck Resources
TECK
$29.3B
$2.4K ﹤0.01%
50
VIST icon
539
Vista Energy
VIST
$8.08B
$2.34K ﹤0.01%
48
EMBJ
540
Embraer S.A. ADS
EMBJ
$9.58B
$2.25K ﹤0.01%
+35
IONQ icon
541
IonQ
IONQ
$21.1B
$2.24K ﹤0.01%
50
-350
LRCX icon
542
Lam Research
LRCX
$402B
$2.23K ﹤0.01%
13
+8
WM icon
543
Waste Management
WM
$90.1B
$2.2K ﹤0.01%
10
CMA
544
DELISTED
Comerica
CMA
$2.17K ﹤0.01%
25
+6
JCI icon
545
Johnson Controls International
JCI
$85B
$2.16K ﹤0.01%
18
+4
TMQ
546
Trilogy Metals
TMQ
$611M
$2.15K ﹤0.01%
+500
DOW icon
547
Dow Inc
DOW
$24.7B
$2.15K ﹤0.01%
92
USAR
548
USA Rare Earth Inc
USAR
$4.97B
$2.14K ﹤0.01%
180
CLF icon
549
Cleveland-Cliffs
CLF
$7.08B
$2.13K ﹤0.01%
160
ALB icon
550
Albemarle
ALB
$17.4B
$2.12K ﹤0.01%
15
20 21
22
23 24