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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 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
GDS icon
551
GDS Holdings
GDS
$6.71B
$2.09K ﹤0.01%
+60
QUBT icon
552
Quantum Computing Inc
QUBT
$2.15B
$2.05K ﹤0.01%
200
-300
EDIT icon
553
Editas Medicine
EDIT
$381M
$2.05K ﹤0.01%
1,000
SONY icon
554
Sony
SONY
$122B
$2.05K ﹤0.01%
+80
RY icon
555
Royal Bank of Canada
RY
$275B
$2.05K ﹤0.01%
12
+4
SOLS
556
Solstice Advanced Materials
SOLS
$12.3B
$1.99K ﹤0.01%
+41
INTU icon
557
Intuit
INTU
$77.7B
$1.99K ﹤0.01%
3
+2
ROST icon
558
Ross Stores
ROST
$74.4B
$1.98K ﹤0.01%
+11
F icon
559
Ford
F
$57B
$1.97K ﹤0.01%
150
+2
NC icon
560
NACCO Industries
NC
$399M
$1.96K ﹤0.01%
+40
WBD icon
561
Warner Bros
WBD
$65.8B
$1.93K ﹤0.01%
67
-50
GIL icon
562
Gildan
GIL
$10.6B
$1.91K ﹤0.01%
+31
D icon
563
Dominion Energy
D
$58.7B
$1.88K ﹤0.01%
32
+3
CNO icon
564
CNO Financial Group
CNO
$4.63B
$1.87K ﹤0.01%
44
NVA
565
DELISTED
Nova Minerals Ltd
NVA
$1.83K ﹤0.01%
+300
IMAX icon
566
IMAX
IMAX
$2.32B
$1.81K ﹤0.01%
49
+19
ALT icon
567
Altimmune
ALT
$508M
$1.8K ﹤0.01%
500
RBC icon
568
RBC Bearings
RBC
$18.2B
$1.79K ﹤0.01%
4
GRFS icon
569
Grifois
GRFS
$4.98B
$1.74K ﹤0.01%
186
+43
ATRO icon
570
Astronics
ATRO
$2.95B
$1.74K ﹤0.01%
32
HTZ icon
571
Hertz
HTZ
$1.57B
$1.71K ﹤0.01%
+333
GAU
572
Galiano Gold
GAU
$507M
$1.71K ﹤0.01%
675
TD icon
573
Toronto Dominion Bank
TD
$189B
$1.7K ﹤0.01%
18
+5
CVE icon
574
Cenovus Energy
CVE
$52.9B
$1.69K ﹤0.01%
100
KNSA icon
575
Kiniksa Pharmaceuticals
KNSA
$3.79B
$1.69K ﹤0.01%
41
+19