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
$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
MRVL icon
126
Marvell Technology
MRVL
$142B
$84.1K 0.01%
990
-22
XLU icon
127
State Street Utilities Select Sector SPDR ETF
XLU
$24.9B
$82.2K 0.01%
1,926
IWM icon
128
iShares Russell 2000 ETF
IWM
$77.5B
$80.8K 0.01%
328
+21
AMGN icon
129
Amgen
AMGN
$186B
$80K 0.01%
244
+11
ABT icon
130
Abbott
ABT
$159B
$79.9K 0.01%
638
-4
PM icon
131
Philip Morris
PM
$259B
$78.4K 0.01%
489
-71
GWW icon
132
W.W. Grainger
GWW
$54.3B
$75.7K 0.01%
75
SJM icon
133
J.M. Smucker
SJM
$10.3B
$74.6K 0.01%
763
+7
SUB icon
134
iShares Short-Term National Muni Bond ETF
SUB
$11B
$73.4K 0.01%
688
+526
SHV icon
135
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$73.1K 0.01%
663
+27
HEFA icon
136
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.08B
$71.3K 0.01%
1,725
-1,714
POCT icon
137
Innovator US Equity Power Buffer ETF October
POCT
$1.08B
$71.3K 0.01%
+1,623
SPMO icon
138
Invesco S&P 500 Momentum ETF
SPMO
$15.5B
$71.1K 0.01%
596
-5,008
CRM icon
139
Salesforce
CRM
$143B
$70.1K 0.01%
265
-8
ADI icon
140
Analog Devices
ADI
$196B
$69.2K 0.01%
255
-1
SCHD icon
141
Schwab US Dividend Equity ETF
SCHD
$87.9B
$69.1K 0.01%
+2,520
CEG icon
142
Constellation Energy
CEG
$109B
$67.1K 0.01%
190
+1
VLO icon
143
Valero Energy
VLO
$69.7B
$67.1K 0.01%
412
+2
ETN icon
144
Eaton
ETN
$165B
$66.6K 0.01%
209
+187
MTB icon
145
M&T Bank
MTB
$32B
$66.3K 0.01%
329
COR icon
146
Cencora
COR
$59.6B
$64.6K 0.01%
191
MELI icon
147
Mercado Libre
MELI
$92B
$62.4K 0.01%
31
+16
YUM icon
148
Yum! Brands
YUM
$44B
$61.7K 0.01%
408
+246
LTBR icon
149
Lightbridge
LTBR
$418M
$61.6K 0.01%
4,872
SCHG icon
150
Schwab US Large-Cap Growth ETF
SCHG
$54B
$61.4K 0.01%
+1,881
4 5
6
7 8