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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 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
O icon
651
Realty Income
O
$57.9B
$902 ﹤0.01%
16
+7
EGO icon
652
Eldorado Gold
EGO
$7.28B
$898 ﹤0.01%
+25
HROW icon
653
Harrow
HROW
$1.34B
$882 ﹤0.01%
+18
PH icon
654
Parker-Hannifin
PH
$110B
$879 ﹤0.01%
1
SMCI icon
655
Super Micro Computer
SMCI
$17.6B
$878 ﹤0.01%
30
-70
HSBC icon
656
HSBC
HSBC
$295B
$865 ﹤0.01%
+11
AHR icon
657
American Healthcare REIT
AHR
$9.68B
$847 ﹤0.01%
+18
CVNA icon
658
Carvana
CVNA
$48.2B
$844 ﹤0.01%
10
+5
ATAT icon
659
Atour Lifestyle Holdings
ATAT
$4.56B
$827 ﹤0.01%
+21
WST icon
660
West Pharmaceutical
WST
$23.4B
$825 ﹤0.01%
3
MCK icon
661
McKesson
MCK
$95B
$820 ﹤0.01%
1
WLFC icon
662
Willis Lease Finance
WLFC
$1.44B
$814 ﹤0.01%
6
-30
GM icon
663
General Motors
GM
$71.6B
$813 ﹤0.01%
10
ZIM icon
664
ZIM Integrated Shipping Services
ZIM
$3.05B
$807 ﹤0.01%
+38
ATI icon
665
ATI
ATI
$25B
$803 ﹤0.01%
+7
HUBS icon
666
HubSpot
HUBS
$9.87B
$803 ﹤0.01%
+2
STRA icon
667
Strategic Education
STRA
$1.84B
$802 ﹤0.01%
10
GME icon
668
GameStop
GME
$10.1B
$783 ﹤0.01%
39
+32
BHF icon
669
Brighthouse Financial
BHF
$3.62B
$777 ﹤0.01%
12
MNST icon
670
Monster Beverage
MNST
$89.2B
$767 ﹤0.01%
10
+2
EQIX icon
671
Equinix
EQIX
$102B
$766 ﹤0.01%
1
IT icon
672
Gartner
IT
$10.4B
$757 ﹤0.01%
+3
MTH icon
673
Meritage Homes
MTH
$4.71B
$757 ﹤0.01%
12
+3
USFD icon
674
US Foods
USFD
$19.9B
$753 ﹤0.01%
+10
XP icon
675
XP
XP
$7.72B
$753 ﹤0.01%
+46