SHIM

Stone House Investment Management Portfolio holdings

AUM $544M
1-Year Est. Return 10.82%
This Quarter Est. Return
1 Year Est. Return
+10.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.8M
3
+$10.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.4M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$8.81M

Top Sells

1
+$32.4M
2
+$10.3M
3
+$10.1M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.28M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.18M

Sector Composition

1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGSH icon
76
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$175K 0.03%
2,972
+2,595
LOW icon
77
Lowe's Companies
LOW
$137B
$175K 0.03%
787
-16
BNDX icon
78
Vanguard Total International Bond ETF
BNDX
$69.8B
$169K 0.03%
3,419
+3,114
CVX icon
79
Chevron
CVX
$308B
$166K 0.03%
1,160
+114
NDIA icon
80
Global X India Active ETF
NDIA
$51.2M
$165K 0.03%
+5,370
OKLO
81
Oklo
OKLO
$24.1B
$162K 0.03%
2,900
GE icon
82
GE Aerospace
GE
$318B
$157K 0.03%
612
+1
MIDU icon
83
Direxion Daily Mid Cap Bull 3X Shares
MIDU
$74.8M
$157K 0.03%
3,476
-74
MCD icon
84
McDonald's
MCD
$220B
$155K 0.03%
529
+149
KRE icon
85
SPDR S&P Regional Banking ETF
KRE
$3.83B
$153K 0.03%
+2,574
BND icon
86
Vanguard Total Bond Market
BND
$138B
$151K 0.03%
2,056
+1,985
XOM icon
87
Exxon Mobil
XOM
$479B
$151K 0.03%
1,404
+316
SPTI icon
88
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.28B
$151K 0.03%
5,248
+5,066
DGRO icon
89
iShares Core Dividend Growth ETF
DGRO
$35.3B
$149K 0.03%
2,328
+7
FTEC icon
90
Fidelity MSCI Information Technology Index ETF
FTEC
$16.3B
$149K 0.03%
+753
VYM icon
91
Vanguard High Dividend Yield ETF
VYM
$64.9B
$144K 0.03%
1,080
+874
SMR icon
92
NuScale Power
SMR
$5.92B
$140K 0.03%
3,550
BA icon
93
Boeing
BA
$161B
$140K 0.03%
670
+73
VOO icon
94
Vanguard S&P 500 ETF
VOO
$757B
$139K 0.03%
245
+144
MA icon
95
Mastercard
MA
$507B
$132K 0.02%
235
-112
MRVL icon
96
Marvell Technology
MRVL
$75.8B
$128K 0.02%
1,651
+550
IBDV icon
97
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.12B
$126K 0.02%
5,734
GD icon
98
General Dynamics
GD
$89.1B
$119K 0.02%
407
-36
CRWD icon
99
CrowdStrike
CRWD
$122B
$119K 0.02%
233
+42
PANW icon
100
Palo Alto Networks
PANW
$141B
$117K 0.02%
570
-182
2 3
4
5 6