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
TVTX icon
576
Travere Therapeutics
TVTX
$3.74B
$1.64K ﹤0.01%
43
+5
C icon
577
Citigroup
C
$218B
$1.63K ﹤0.01%
14
+6
CBRE icon
578
CBRE Group
CBRE
$43.5B
$1.61K ﹤0.01%
10
GILD icon
579
Gilead Sciences
GILD
$162B
$1.6K ﹤0.01%
13
+3
HYDR icon
580
Global X Hydrogen ETF
HYDR
$87M
$1.59K ﹤0.01%
50
SMG icon
581
ScottsMiracle-Gro
SMG
$3.9B
$1.57K ﹤0.01%
27
+18
BNS icon
582
Scotiabank
BNS
$93.2B
$1.55K ﹤0.01%
21
+8
MCO icon
583
Moody's
MCO
$81.2B
$1.53K ﹤0.01%
3
+1
LYFT icon
584
Lyft
LYFT
$5.44B
$1.51K ﹤0.01%
+78
IREN icon
585
Iris Energy
IREN
$16.8B
$1.51K ﹤0.01%
40
-60
TOL icon
586
Toll Brothers
TOL
$13.9B
$1.49K ﹤0.01%
11
SPTL icon
587
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.4B
$1.48K ﹤0.01%
+56
VZLA
588
Vizsla Silver
VZLA
$1.17B
$1.48K ﹤0.01%
270
ENS icon
589
EnerSys
ENS
$7.71B
$1.47K ﹤0.01%
10
KRMN
590
Karman Holdings
KRMN
$9.31B
$1.46K ﹤0.01%
20
PPC icon
591
Pilgrim's Pride
PPC
$8B
$1.44K ﹤0.01%
37
-74
CGAU
592
Centerra Gold
CGAU
$3.79B
$1.44K ﹤0.01%
+100
KEP icon
593
Korea Electric Power
KEP
$20.1B
$1.44K ﹤0.01%
+87
DVS
594
DELISTED
Dolly Varden Silver Corp
DVS
$1.43K ﹤0.01%
+325
PTEN icon
595
Patterson-UTI
PTEN
$4.3B
$1.43K ﹤0.01%
234
VNOM icon
596
Viper Energy
VNOM
$9.24B
$1.43K ﹤0.01%
37
-37
MFC icon
597
Manulife Financial
MFC
$64.8B
$1.42K ﹤0.01%
39
+17
SBCF icon
598
Seacoast Banking Corp of Florida
SBCF
$3.05B
$1.41K ﹤0.01%
+45
INDB icon
599
Independent Bank
INDB
$3.78B
$1.39K ﹤0.01%
19
-13
INSP icon
600
Inspire Medical Systems
INSP
$1.62B
$1.38K ﹤0.01%
+15
22 23
24
25 26