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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
IUSG icon
176
iShares Core S&P US Growth ETF
IUSG
$30.7B
$46.4K 0.01%
+276
JMHI icon
177
JPMorgan High Yield Municipal ETF
JMHI
$278M
$44.9K 0.01%
+893
TIP icon
178
iShares TIPS Bond ETF
TIP
$14.8B
$43.5K 0.01%
396
+8
DGRW icon
179
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$43.2K 0.01%
+483
JMIA
180
Jumia Technologies
JMIA
$872M
$41.8K 0.01%
3,350
CMG icon
181
Chipotle Mexican Grill
CMG
$39.1B
$41.2K 0.01%
1,114
+14
AVGO icon
182
Broadcom
AVGO
$1.78T
$41.2K 0.01%
119
-21
JNJ icon
183
Johnson & Johnson
JNJ
$575B
$40.8K 0.01%
197
+73
AMT icon
184
American Tower
AMT
$89.4B
$40.6K 0.01%
231
-2
INTF icon
185
iShares International Equity Factor ETF
INTF
$3.39B
$40.4K 0.01%
1,069
TTI icon
186
TETRA Technologies
TTI
$1.55B
$39.3K 0.01%
+4,190
SPEM icon
187
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$38.9K 0.01%
831
-16
VTI icon
188
Vanguard Total Stock Market ETF
VTI
$638B
$38.9K 0.01%
116
DVN icon
189
Devon Energy
DVN
$54.2B
$38.4K 0.01%
1,049
SE icon
190
Sea Limited
SE
$50.1B
$38.3K 0.01%
300
VZ icon
191
Verizon
VZ
$196B
$38.2K 0.01%
939
+136
FSOL
192
Fidelity Solana Fund
FSOL
$83.3M
$37.5K 0.01%
+2,570
MDLZ icon
193
Mondelez International
MDLZ
$82B
$37.4K 0.01%
695
-87
SLI
194
Standard Lithium
SLI
$802M
$37.3K 0.01%
8,343
+7,343
PINK icon
195
Simplify Health Care ETF
PINK
$268M
$36.6K 0.01%
+1,000
SHOP icon
196
Shopify
SHOP
$142B
$36.5K 0.01%
227
+2
NNE
197
Nano Nuclear Energy
NNE
$1.19B
$36.4K 0.01%
1,518
UAL icon
198
United Airlines
UAL
$33.3B
$36.2K 0.01%
324
INSM icon
199
Insmed
INSM
$20.4B
$35.2K 0.01%
202
+2
MRSH
200
Marsh
MRSH
$81B
$35.2K 0.01%
190
-10
6 7
8
9 10