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 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
TMUS icon
201
T-Mobile US
TMUS
$213B
$27.1K ﹤0.01%
113
+3
UMH
202
UMH Properties
UMH
$1.4B
$27K ﹤0.01%
1,816
ORCL icon
203
Oracle
ORCL
$545B
$26.2K ﹤0.01%
93
+6
KMI icon
204
Kinder Morgan
KMI
$61B
$25.8K ﹤0.01%
913
-106
CCI icon
205
Crown Castle
CCI
$39.4B
$25.5K ﹤0.01%
264
+3
NKE icon
206
Nike
NKE
$95.6B
$25.4K ﹤0.01%
364
+7
SCHW icon
207
Charles Schwab
SCHW
$183B
$25.2K ﹤0.01%
264
+7
UGI icon
208
UGI
UGI
$8.05B
$25K ﹤0.01%
752
+81
YUM icon
209
Yum! Brands
YUM
$44.7B
$24.7K ﹤0.01%
162
IONQ icon
210
IonQ
IONQ
$16.8B
$24.6K ﹤0.01%
400
+350
SPSM icon
211
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.1B
$24.3K ﹤0.01%
+525
XCEM icon
212
Columbia EM Core ex-China ETF
XCEM
$1.34B
$24K ﹤0.01%
660
SLB icon
213
SLB Ltd
SLB
$69.6B
$24K ﹤0.01%
697
-92
VST icon
214
Vistra
VST
$61B
$23.9K ﹤0.01%
122
+1
EEM icon
215
iShares MSCI Emerging Markets ETF
EEM
$22.9B
$23.8K ﹤0.01%
446
MTZ icon
216
MasTec
MTZ
$18.6B
$23.4K ﹤0.01%
110
+8
JNJ icon
217
Johnson & Johnson
JNJ
$529B
$23K ﹤0.01%
124
+6
SCCO icon
218
Southern Copper
SCCO
$150B
$22.9K ﹤0.01%
191
+41
WDS icon
219
Woodside Energy
WDS
$30B
$22.6K ﹤0.01%
1,500
TSCO icon
220
Tractor Supply
TSCO
$26.8B
$21.6K ﹤0.01%
380
UTI icon
221
Universal Technical Institute
UTI
$1.51B
$21.2K ﹤0.01%
+650
VKTX icon
222
Viking Therapeutics
VKTX
$3.6B
$21K ﹤0.01%
800
QTUM icon
223
Defiance Quantum ETF
QTUM
$3.53B
$21K ﹤0.01%
+200
CAVA icon
224
CAVA Group
CAVA
$8.35B
$20.3K ﹤0.01%
336
+46
GRMN icon
225
Garmin
GRMN
$40.9B
$20.2K ﹤0.01%
82
+2