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
TRUP icon
826
Trupanion
TRUP
$1.19B
$461 ﹤0.01%
+18
CAMT icon
827
Camtek
CAMT
$8.65B
$455 ﹤0.01%
+3
CMBT
828
CMB.TECH NV
CMBT
$3.76B
$455 ﹤0.01%
+36
AMKR icon
829
Amkor Technology
AMKR
$17.9B
$450 ﹤0.01%
+10
IBTA icon
830
Ibotta
IBTA
$861M
$450 ﹤0.01%
+15
NTES icon
831
NetEase
NTES
$72.3B
$448 ﹤0.01%
+4
BIDU icon
832
Baidu
BIDU
$41.9B
$446 ﹤0.01%
+4
BN icon
833
Brookfield
BN
$103B
$445 ﹤0.01%
11
-19
TDAY
834
USA Today Co
TDAY
$1.09B
$444 ﹤0.01%
+63
MCO icon
835
Moody's
MCO
$83.1B
$436 ﹤0.01%
1
-2
TEN
836
Tsakos Energy Navigation Ltd
TEN
$1.16B
$434 ﹤0.01%
+11
INTU icon
837
Intuit
INTU
$113B
$432 ﹤0.01%
1
-2
AAOI icon
838
Applied Optoelectronics
AAOI
$11.6B
$423 ﹤0.01%
+5
CHA
839
Chagee Holdings Ltd
CHA
$2.06B
$419 ﹤0.01%
+45
CSIQ icon
840
Canadian Solar
CSIQ
$916M
$416 ﹤0.01%
+30
DAO
841
Youdao
DAO
$1.29B
$413 ﹤0.01%
+42
OMER icon
842
Omeros
OMER
$963M
$412 ﹤0.01%
+39
TKO icon
843
TKO Group
TKO
$14.5B
$403 ﹤0.01%
2
TXG icon
844
10x Genomics
TXG
$2.92B
$403 ﹤0.01%
19
EE icon
845
Excelerate Energy
EE
$3.89B
$401 ﹤0.01%
+12
IBCP icon
846
Independent Bank Corp
IBCP
$692M
$400 ﹤0.01%
+12
CIEN icon
847
Ciena
CIEN
$70.6B
$388 ﹤0.01%
+1
VNET
848
VNET Group
VNET
$2.5B
$386 ﹤0.01%
46
+15
DOC icon
849
Healthpeak Properties
DOC
$11.4B
$378 ﹤0.01%
23
IAG icon
850
IAMGOLD
IAG
$10.1B
$376 ﹤0.01%
+20