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 Buys

1
+$26.1M
2
+$16.9M
3
+$12.5M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$4.9M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$4.4M

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
EPI icon
126
WisdomTree India Earnings Fund ETF
EPI
$2.23B
$96.5K 0.02%
+2,364
FLIN icon
127
Franklin FTSE India ETF
FLIN
$2.59B
$96.2K 0.02%
+2,897
UNH icon
128
UnitedHealth
UNH
$321B
$95.9K 0.02%
354
-37
XLU icon
129
State Street Utilities Select Sector SPDR ETF
XLU
$24.2B
$93.6K 0.02%
2,040
+114
PBR icon
130
Petrobras
PBR
$136B
$93.4K 0.02%
+4,500
AMGN icon
131
Amgen
AMGN
$186B
$90.5K 0.02%
257
+13
IBIT icon
132
iShares Bitcoin Trust
IBIT
$63B
$88.6K 0.02%
2,307
-1,841
SLV icon
133
iShares Silver Trust
SLV
$39.8B
$88.1K 0.02%
1,293
-100
SCHG icon
134
Schwab US Large-Cap Growth ETF
SCHG
$54.3B
$83.6K 0.02%
2,871
+990
LLY icon
135
Eli Lilly
LLY
$823B
$82K 0.01%
89
+8
SPMO icon
136
Invesco S&P 500 Momentum ETF
SPMO
$15.2B
$82K 0.01%
731
+135
GWW icon
137
W.W. Grainger
GWW
$54.6B
$81.8K 0.01%
75
ADI icon
138
Analog Devices
ADI
$186B
$81.1K 0.01%
255
LEU icon
139
Centrus Energy
LEU
$4.27B
$79.7K 0.01%
459
+1
SHV icon
140
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$77.7K 0.01%
704
+41
IWM icon
141
iShares Russell 2000 ETF
IWM
$77.6B
$76.9K 0.01%
310
-18
ETN icon
142
Eaton
ETN
$161B
$74.8K 0.01%
209
SJM icon
143
J.M. Smucker
SJM
$10.1B
$74.1K 0.01%
768
+5
NVO icon
144
Novo Nordisk
NVO
$174B
$73.6K 0.01%
+2,003
XOP icon
145
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.29B
$72.7K 0.01%
+400
POCT icon
146
Innovator US Equity Power Buffer ETF October
POCT
$1.08B
$70K 0.01%
1,623
NKE icon
147
Nike
NKE
$67.6B
$69.2K 0.01%
1,311
+1,000
HEFA icon
148
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.11B
$67.1K 0.01%
1,580
-145
CRWD icon
149
CrowdStrike
CRWD
$118B
$66.4K 0.01%
170
-111
ABT icon
150
Abbott
ABT
$159B
$65.5K 0.01%
638
4 5
6
7 8