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
IMAX icon
601
IMAX
IMAX
$1.94B
$1.9K ﹤0.01%
50
+1
DGICA icon
602
Donegal Group Class A
DGICA
$655M
$1.89K ﹤0.01%
+110
MOH icon
603
Molina Healthcare
MOH
$8.84B
$1.87K ﹤0.01%
+14
FFWM
604
DELISTED
First Foundation Inc
FFWM
$1.85K ﹤0.01%
+313
VFC icon
605
VF Corp
VFC
$8.07B
$1.83K ﹤0.01%
+108
JCI icon
606
Johnson Controls International
JCI
$87.2B
$1.83K ﹤0.01%
14
-4
SNDX icon
607
Syndax Pharmaceuticals
SNDX
$1.88B
$1.82K ﹤0.01%
+78
HYDR icon
608
Global X Hydrogen ETF
HYDR
$86.3M
$1.81K ﹤0.01%
50
CNO icon
609
CNO Financial Group
CNO
$4.11B
$1.81K ﹤0.01%
44
TMQ
610
Trilogy Metals
TMQ
$732M
$1.79K ﹤0.01%
500
BHC icon
611
Bausch Health
BHC
$2.08B
$1.79K ﹤0.01%
+332
CVBF icon
612
CVB Financial
CVBF
$2.75B
$1.78K ﹤0.01%
92
+30
CGAU
613
Centerra Gold
CGAU
$3.73B
$1.78K ﹤0.01%
100
F icon
614
Ford
F
$50.5B
$1.75K ﹤0.01%
152
+2
VNOM icon
615
Viper Energy
VNOM
$9.23B
$1.74K ﹤0.01%
37
MCK icon
616
McKesson
MCK
$102B
$1.73K ﹤0.01%
2
+1
RIVN icon
617
Rivian
RIVN
$21.2B
$1.73K ﹤0.01%
115
+69
BAX icon
618
Baxter International
BAX
$9.53B
$1.71K ﹤0.01%
+102
SLNO icon
619
Soleno Therapeutics
SLNO
$2.73B
$1.71K ﹤0.01%
51
+50
WPM icon
620
Wheaton Precious Metals
WPM
$65B
$1.7K ﹤0.01%
13
+9
GIL icon
621
Gildan
GIL
$11.2B
$1.7K ﹤0.01%
31
GAU
622
Galiano Gold
GAU
$647M
$1.69K ﹤0.01%
675
LRN icon
623
Stride
LRN
$4.18B
$1.68K ﹤0.01%
+19
AXIA
624
AXIA Energia
AXIA
$28.9B
$1.67K ﹤0.01%
+148
SONY icon
625
Sony
SONY
$121B
$1.66K ﹤0.01%
80