SHIM

Stone House Investment Management Portfolio holdings

AUM $644M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
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
AMD icon
51
Advanced Micro Devices
AMD
$311B
$386K 0.06%
1,802
-29
USMV icon
52
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$379K 0.06%
4,022
+48
CB icon
53
Chubb
CB
$132B
$355K 0.06%
1,136
+4
VGSH icon
54
Vanguard Short-Term Treasury ETF
VGSH
$27B
$353K 0.05%
6,018
+335
TSLA icon
55
Tesla
TSLA
$1.47T
$342K 0.05%
761
+49
AIQ icon
56
Global X Artificial Intelligence & Technology ETF
AIQ
$7.56B
$331K 0.05%
6,516
+6,416
JPIE icon
57
JPMorgan Income ETF
JPIE
$8.13B
$321K 0.05%
6,925
+590
META icon
58
Meta Platforms (Facebook)
META
$1.66T
$313K 0.05%
474
+102
WMT icon
59
Walmart Inc
WMT
$1.02T
$296K 0.05%
2,661
+552
SPY icon
60
State Street SPDR S&P 500 ETF Trust
SPY
$689B
$284K 0.04%
416
-88,038
XOM icon
61
Exxon Mobil
XOM
$633B
$269K 0.04%
2,238
+38
GLD icon
62
SPDR Gold Trust
GLD
$180B
$264K 0.04%
665
+75
GE icon
63
GE Aerospace
GE
$350B
$261K 0.04%
848
+232
EMXC icon
64
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.7B
$236K 0.04%
3,249
-2,072
QQQ icon
65
Invesco QQQ Trust
QQQ
$394B
$236K 0.04%
384
+2
VYM icon
66
Vanguard High Dividend Yield ETF
VYM
$73.8B
$235K 0.04%
1,637
+466
VUG icon
67
Vanguard Growth ETF
VUG
$194B
$232K 0.04%
476
-18
JMEE icon
68
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.34B
$229K 0.04%
3,558
+9
DLN icon
69
WisdomTree US LargeCap Dividend Fund
DLN
$5.83B
$224K 0.03%
+2,540
CBU icon
70
Community Bank
CBU
$3.22B
$219K 0.03%
3,808
-40
IBM icon
71
IBM
IBM
$229B
$218K 0.03%
737
-48
LOW icon
72
Lowe's Companies
LOW
$145B
$216K 0.03%
896
+103
NBTB icon
73
NBT Bancorp
NBTB
$2.23B
$214K 0.03%
5,164
FBTC icon
74
Fidelity Wise Origin Bitcoin Fund
FBTC
$9B
$214K 0.03%
2,812
+146
TJX icon
75
TJX Companies
TJX
$177B
$209K 0.03%
1,361
+10
1 2
3
4 5