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
$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
BX icon
151
Blackstone
BX
$110B
$50K 0.01%
334
-205
IFGL icon
152
iShares International Developed Real Estate ETF
IFGL
$94.1M
$48.7K 0.01%
2,143
-46
VZ icon
153
Verizon
VZ
$172B
$48.2K 0.01%
1,114
+11
SE icon
154
Sea Limited
SE
$82.4B
$48K 0.01%
300
B
155
Barrick Mining
B
$62.2B
$47.7K 0.01%
+2,290
BLK icon
156
Blackrock
BLK
$165B
$46.2K 0.01%
44
-13
IBHE icon
157
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$488M
$45.9K 0.01%
1,975
-175
PRU icon
158
Prudential Financial
PRU
$37.5B
$45.4K 0.01%
423
+3
FREL icon
159
Fidelity MSCI Real Estate Index ETF
FREL
$1.04B
$45.4K 0.01%
1,680
-4,487
MMC icon
160
Marsh & McLennan
MMC
$89.8B
$45K 0.01%
206
-57
BWXT icon
161
BWX Technologies
BWXT
$16.6B
$44.7K 0.01%
310
SUB icon
162
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$44.6K 0.01%
420
-16,005
CTAS icon
163
Cintas
CTAS
$75.3B
$44.6K 0.01%
200
TIP icon
164
iShares TIPS Bond ETF
TIP
$13.8B
$42.6K 0.01%
387
-9
CMDY icon
165
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$302M
$41.3K 0.01%
819
HON icon
166
Honeywell
HON
$126B
$39.4K 0.01%
169
-26
MMYT icon
167
MakeMyTrip
MMYT
$7.34B
$39.2K 0.01%
400
-100
MELI icon
168
Mercado Libre
MELI
$103B
$39.2K 0.01%
+15
T icon
169
AT&T
T
$181B
$39.2K 0.01%
1,354
+469
GEV icon
170
GE Vernova
GEV
$159B
$39.2K 0.01%
74
WFC icon
171
Wells Fargo
WFC
$267B
$38.5K 0.01%
481
+3
MAS icon
172
Masco
MAS
$12.7B
$37.7K 0.01%
586
-128
RDDT icon
173
Reddit
RDDT
$37.3B
$37.6K 0.01%
250
-50
MPC icon
174
Marathon Petroleum
MPC
$60.6B
$37.4K 0.01%
225
+71
AZO icon
175
AutoZone
AZO
$63.9B
$37.1K 0.01%
+10
5 6
7
8 9