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
$558M
AUM Growth
-$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Sells

1 +$63.8M
2 +$29.2M
3 +$27.4M
4
IAU icon
iShares Gold Trust
IAU
+$7.55M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$6.83M

Sector Composition

1 Consumer Staples 5.6%
2 Technology 1.05%
3 Financials 0.81%
4 Consumer Discretionary 0.58%
5 Industrials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
M icon
576
Macy's
M
$5.32B
$2.26K ﹤0.01%
125
DK icon
577
Delek US
DK
$2.38B
$2.25K ﹤0.01%
+50
THFF icon
578
First Financial Corp
THFF
$787M
$2.21K ﹤0.01%
+35
ALAB icon
579
Astera Labs
ALAB
$33.6B
$2.19K ﹤0.01%
20
-1
RBC icon
580
RBC Bearings
RBC
$19B
$2.17K ﹤0.01%
4
SNY icon
581
Sanofi
SNY
$114B
$2.17K ﹤0.01%
+45
TERN icon
582
Terns Pharmaceuticals
TERN
$6.1B
$2.16K ﹤0.01%
41
+38
PRA icon
583
ProAssurance
PRA
$1.27B
$2.15K ﹤0.01%
87
+78
TD icon
584
Toronto Dominion Bank
TD
$175B
$2.15K ﹤0.01%
23
+5
FITB
585
Fifth Third Bancorp
FITB
$46.1B
$2.14K ﹤0.01%
+46
ATRO icon
586
Astronics
ATRO
$2.61B
$2.13K ﹤0.01%
32
DAN icon
587
Dana Inc
DAN
$4.2B
$2.09K ﹤0.01%
+62
ETHE
588
Grayscale Ethereum Staking ETF Shares
ETHE
$1.96B
$2.08K ﹤0.01%
122
NC icon
589
NACCO Industries
NC
$363M
$2.08K ﹤0.01%
40
EMBJ
590
Embraer S.A. ADS
EMBJ
$11.2B
$2.08K ﹤0.01%
35
LASR icon
591
nLIGHT
LASR
$4.14B
$2.05K ﹤0.01%
+36
WLFC icon
592
Willis Lease Finance
WLFC
$1.29B
$2.04K ﹤0.01%
12
+6
DHT icon
593
DHT Holdings
DHT
$2.86B
$1.99K ﹤0.01%
+109
CG icon
594
Carlyle Group
CG
$17.7B
$1.98K ﹤0.01%
+41
PACB icon
595
Pacific Biosciences
PACB
$474M
$1.98K ﹤0.01%
+1,497
EQIX icon
596
Equinix
EQIX
$110B
$1.96K ﹤0.01%
2
+1
PYPL icon
597
PayPal
PYPL
$44.8B
$1.95K ﹤0.01%
43
+40
AAUC
598
Allied Gold Corp
AAUC
$4B
$1.92K ﹤0.01%
+62
TGT icon
599
Target
TGT
$58.9B
$1.92K ﹤0.01%
+16
ENS icon
600
EnerSys
ENS
$7.66B
$1.91K ﹤0.01%
11
+1