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
KALV icon
626
KalVista Pharmaceuticals
KALV
$967M
$1.63K ﹤0.01%
81
+67
WDC icon
627
Western Digital
WDC
$139B
$1.62K ﹤0.01%
6
+4
ALT icon
628
Altimmune
ALT
$369M
$1.62K ﹤0.01%
526
+26
PACS icon
629
PACS Group
PACS
$5.58B
$1.61K ﹤0.01%
+50
VISN
630
Vistance Networks Inc
VISN
$4.36B
$1.6K ﹤0.01%
88
+85
C icon
631
Citigroup
C
$220B
$1.59K ﹤0.01%
14
FNDF icon
632
Schwab Fundamental International Large Company Index ETF
FNDF
$22.8B
$1.57K ﹤0.01%
+32
BEKE icon
633
KE Holdings
BEKE
$17.7B
$1.56K ﹤0.01%
+104
MFC icon
634
Manulife Financial
MFC
$64.7B
$1.55K ﹤0.01%
45
+6
CAG icon
635
Conagra Brands
CAG
$6.83B
$1.54K ﹤0.01%
98
+88
ADM icon
636
Archer Daniels Midland
ADM
$33.6B
$1.53K ﹤0.01%
+21
SATS icon
637
EchoStar
SATS
$34.9B
$1.52K ﹤0.01%
+13
CARR icon
638
Carrier Global
CARR
$52B
$1.51K ﹤0.01%
+27
CTRA icon
639
Coterra Energy
CTRA
$25.4B
$1.51K ﹤0.01%
43
TOL icon
640
Toll Brothers
TOL
$14.2B
$1.5K ﹤0.01%
11
MCY icon
641
Mercury Insurance
MCY
$5.43B
$1.5K ﹤0.01%
17
+11
PVLA
642
Palvella Therapeutics
PVLA
$1.85B
$1.5K ﹤0.01%
+12
CORT icon
643
Corcept Therapeutics
CORT
$4.83B
$1.49K ﹤0.01%
+37
LUMN icon
644
Lumen
LUMN
$9.29B
$1.47K ﹤0.01%
+211
BNS icon
645
Scotiabank
BNS
$92.8B
$1.46K ﹤0.01%
21
SYM icon
646
Symbotic
SYM
$7.94B
$1.45K ﹤0.01%
27
+7
INDB icon
647
Independent Bank
INDB
$3.8B
$1.43K ﹤0.01%
19
ONON icon
648
On Holding
ONON
$12B
$1.43K ﹤0.01%
+42
BK icon
649
Bank of New York Mellon
BK
$93.1B
$1.42K ﹤0.01%
12
+1
FLY
650
Firefly Aerospace
FLY
$6.06B
$1.42K ﹤0.01%
50