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
EFA icon
151
iShares MSCI EAFE ETF
EFA
$74.7B
$61K 0.01%
635
-24,983
TSCO icon
152
Tractor Supply
TSCO
$20.1B
$59.7K 0.01%
1,194
+814
FREL icon
153
Fidelity MSCI Real Estate Index ETF
FREL
$1.45B
$59.6K 0.01%
2,217
+550
XLSR icon
154
State Street US Sector Rotation ETF
XLSR
$920M
$59.2K 0.01%
951
-8
MPC icon
155
Marathon Petroleum
MPC
$65.1B
$59K 0.01%
363
+138
ICE icon
156
Intercontinental Exchange
ICE
$89.9B
$57.8K 0.01%
357
-2
RDDT icon
157
Reddit
RDDT
$29.2B
$57.5K 0.01%
250
+100
CI icon
158
Cigna
CI
$73.8B
$57K 0.01%
207
+7
FMDE icon
159
Fidelity Enhanced Mid Cap ETF
FMDE
$6.35B
$55.7K 0.01%
1,531
-7,006
ENVX icon
160
Enovix
ENVX
$1.44B
$54.7K 0.01%
7,481
-441
HL icon
161
Hecla Mining
HL
$12.4B
$53.9K 0.01%
2,811
+2,299
BCSF icon
162
Bain Capital Specialty
BCSF
$863M
$53.6K 0.01%
3,856
BWXT icon
163
BWX Technologies
BWXT
$20.7B
$53.6K 0.01%
310
BLK icon
164
Blackrock
BLK
$164B
$53.5K 0.01%
50
+5
BROS icon
165
Dutch Bros
BROS
$6.94B
$53.4K 0.01%
873
QBTS icon
166
D-Wave Quantum
QBTS
$7.14B
$53K 0.01%
2,028
+1,428
SMR icon
167
NuScale Power
SMR
$4.12B
$51.2K 0.01%
3,612
BX icon
168
Blackstone
BX
$95B
$50.9K 0.01%
330
-7
MMYT icon
169
MakeMyTrip
MMYT
$4.33B
$49.3K 0.01%
600
+200
IFGL icon
170
iShares International Developed Real Estate ETF
IFGL
$87.5M
$49.1K 0.01%
2,125
+7
PRU icon
171
Prudential Financial
PRU
$32.8B
$48.3K 0.01%
428
+2
SPDW icon
172
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$38.5B
$48.3K 0.01%
1,087
+157
USAS
173
Americas Gold and Silver
USAS
$1.94B
$47.3K 0.01%
9,256
+5,236
WFC icon
174
Wells Fargo
WFC
$247B
$46.9K 0.01%
503
+7
CMDY icon
175
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$517M
$46.6K 0.01%
956
+142
5 6
7
8 9