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
NU icon
951
Nu Holdings
NU
$72.2B
$187 ﹤0.01%
13
-23
SHBI icon
952
Shore Bancshares
SHBI
$642M
$187 ﹤0.01%
+10
SPG icon
953
Simon Property Group
SPG
$65.5B
$187 ﹤0.01%
1
BF.B icon
954
Brown-Forman Class B
BF.B
$13.1B
$185 ﹤0.01%
+7
EVER icon
955
EverQuote
EVER
$591M
$185 ﹤0.01%
12
-30
RES icon
956
RPC Inc
RES
$1.65B
$184 ﹤0.01%
+26
APAM icon
957
Artisan Partners
APAM
$2.73B
$182 ﹤0.01%
5
-76
COF icon
958
Capital One
COF
$124B
$182 ﹤0.01%
1
YALA
959
Yalla Group
YALA
$1.07B
$181 ﹤0.01%
29
+10
BILI icon
960
Bilibili
BILI
$9.49B
$180 ﹤0.01%
8
CGNT icon
961
Cognyte Software
CGNT
$740M
$178 ﹤0.01%
+22
HNRG icon
962
Hallador Energy
HNRG
$756M
$178 ﹤0.01%
+11
FRPT icon
963
Freshpet
FRPT
$3.24B
$177 ﹤0.01%
+3
VEEV icon
964
Veeva Systems
VEEV
$26.8B
$176 ﹤0.01%
1
VRDN icon
965
Viridian Therapeutics
VRDN
$1.48B
$176 ﹤0.01%
+9
HAFN icon
966
Hafnia
HAFN
$4.2B
$175 ﹤0.01%
+23
PRGO icon
967
Perrigo
PRGO
$1.63B
$172 ﹤0.01%
+16
TREE icon
968
LendingTree
TREE
$665M
$172 ﹤0.01%
+4
HPP
969
Hudson Pacific Properties
HPP
$444M
$171 ﹤0.01%
+29
SEI
970
Solaris Energy Infrastructure
SEI
$3.85B
$170 ﹤0.01%
+3
NOV icon
971
NOV
NOV
$7.13B
$169 ﹤0.01%
9
FWRD icon
972
Forward Air
FWRD
$718M
$167 ﹤0.01%
+10
MFG icon
973
Mizuho Financial
MFG
$101B
$167 ﹤0.01%
+21
HLF icon
974
Herbalife
HLF
$1.71B
$162 ﹤0.01%
+11
EMN icon
975
Eastman Chemical
EMN
$8.29B
$153 ﹤0.01%
2