SHIM

Stone House Investment Management Portfolio holdings

AUM $594M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$594M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.7M
3
+$5.28M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$5.07M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$4.72M

Top Sells

1
+$14.1M
2
+$10.5M
3
+$6.06M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.5M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.97M

Sector Composition

1 Consumer Staples 6.09%
2 Technology 0.96%
3 Financials 0.7%
4 Consumer Discretionary 0.53%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FETH
151
Fidelity Ethereum Fund
FETH
$1.38B
$50.6K 0.01%
+1,219
MDLZ icon
152
Mondelez International
MDLZ
$73.9B
$48.9K 0.01%
782
-81
IFGL icon
153
iShares International Developed Real Estate ETF
IFGL
$88.1M
$48.8K 0.01%
2,118
-25
GEV icon
154
GE Vernova
GEV
$174B
$48.6K 0.01%
79
+5
FREL icon
155
Fidelity MSCI Real Estate Index ETF
FREL
$1.14B
$46.4K 0.01%
1,667
-13
AVGO icon
156
Broadcom
AVGO
$1.63T
$46.2K 0.01%
140
+120
IBHE
157
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$45.9K 0.01%
1,975
BROS icon
158
Dutch Bros
BROS
$7.77B
$45.7K 0.01%
873
AMT icon
159
American Tower
AMT
$85B
$44.7K 0.01%
233
-23
PRU icon
160
Prudential Financial
PRU
$40.7B
$44.1K 0.01%
426
+3
MPC icon
161
Marathon Petroleum
MPC
$53.4B
$43.4K 0.01%
225
CMG icon
162
Chipotle Mexican Grill
CMG
$53.4B
$43.1K 0.01%
1,100
TIP icon
163
iShares TIPS Bond ETF
TIP
$13.7B
$43.1K 0.01%
388
+1
CMDY icon
164
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$308M
$42.8K 0.01%
814
-5
CTAS icon
165
Cintas
CTAS
$78.8B
$41.7K 0.01%
203
+3
WFC icon
166
Wells Fargo
WFC
$275B
$41.5K 0.01%
496
+15
MAS icon
167
Masco
MAS
$14.8B
$41.2K 0.01%
586
MRSH
168
Marsh
MRSH
$89.3B
$40.2K 0.01%
200
-6
SPDW icon
169
SPDR Portfolio Developed World ex-US ETF
SPDW
$34.8B
$39.8K 0.01%
+930
SPEM icon
170
SPDR Portfolio Emerging Markets ETF
SPEM
$16B
$39.6K 0.01%
+847
CZFS icon
171
Citizens Financial Services
CZFS
$302M
$39.3K 0.01%
652
-524
JMIA
172
Jumia Technologies
JMIA
$1.57B
$38.9K 0.01%
3,350
+350
INTF icon
173
iShares International Equity Factor ETF
INTF
$3B
$38.4K 0.01%
1,069
VTI icon
174
Vanguard Total Stock Market ETF
VTI
$582B
$38.1K 0.01%
116
MMYT icon
175
MakeMyTrip
MMYT
$7.05B
$37.4K 0.01%
400
5 6
7
8 9