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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
BN icon
601
Brookfield
BN
$99.6B
$1.38K ﹤0.01%
30
+22
DHF
602
BNY Mellon High Yield Strategies Fund
DHF
$175M
$1.37K ﹤0.01%
552
FG icon
603
F&G Annuities & Life
FG
$3.79B
$1.36K ﹤0.01%
44
-86
APP icon
604
Applovin
APP
$166B
$1.35K ﹤0.01%
2
-9
TDG icon
605
TransDigm Group
TDG
$67.8B
$1.33K ﹤0.01%
+1
RIG icon
606
Transocean
RIG
$6.65B
$1.32K ﹤0.01%
320
VALE icon
607
Vale
VALE
$63.6B
$1.3K ﹤0.01%
100
BMO icon
608
Bank of Montreal
BMO
$115B
$1.3K ﹤0.01%
10
+4
BNY
609
Bank of New York Mellon
BNY
$95.9B
$1.28K ﹤0.01%
11
+3
ALTO icon
610
Alto Ingredients
ALTO
$439M
$1.27K ﹤0.01%
+440
HAYW icon
611
Hayward Holdings
HAYW
$3.06B
$1.25K ﹤0.01%
81
MPAA icon
612
Motorcar Parts of America
MPAA
$273M
$1.23K ﹤0.01%
100
UBER icon
613
Uber
UBER
$140B
$1.23K ﹤0.01%
15
+9
TXNM
614
TXNM Energy Inc
TXNM
$6.36B
$1.21K ﹤0.01%
21
IQLT icon
615
iShares MSCI Intl Quality Factor ETF
IQLT
$13.1B
$1.19K ﹤0.01%
+26
SYM icon
616
Symbotic
SYM
$5.25B
$1.19K ﹤0.01%
20
-80
BIL icon
617
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$1.19K ﹤0.01%
+13
ZION icon
618
Zions Bancorporation
ZION
$9.68B
$1.17K ﹤0.01%
20
-66
SGI
619
Somnigroup International
SGI
$14.4B
$1.16K ﹤0.01%
13
Z icon
620
Zillow
Z
$7.76B
$1.16K ﹤0.01%
+17
UNP icon
621
Union Pacific
UNP
$159B
$1.16K ﹤0.01%
5
+2
CVBF icon
622
CVB Financial
CVBF
$3.68B
$1.15K ﹤0.01%
+62
ASPN icon
623
Aspen Aerogels
ASPN
$451M
$1.15K ﹤0.01%
+405
INTC icon
624
Intel
INTC
$538B
$1.14K ﹤0.01%
31
-69
FDP icon
625
Del Monte Corporation
FDP
$1.38B
$1.14K ﹤0.01%
32
+16
23 24
25
26 27