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
VRTX icon
201
Vertex Pharmaceuticals
VRTX
$110B
$34.9K 0.01%
77
+2
HON icon
202
Honeywell
HON
$135B
$34.3K 0.01%
176
-12
MAS icon
203
Masco
MAS
$15.1B
$34.2K 0.01%
539
-47
TLT icon
204
iShares 20+ Year Treasury Bond ETF
TLT
$42.4B
$33.5K 0.01%
385
+352
CVS icon
205
CVS Health
CVS
$99.8B
$32.8K 0.01%
413
-31
CCJ icon
206
Cameco
CCJ
$54B
$32.7K 0.01%
357
STX icon
207
Seagate
STX
$132B
$32.5K 0.01%
118
NET icon
208
Cloudflare
NET
$71.9B
$31.5K ﹤0.01%
160
SPMD icon
209
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.9B
$31K ﹤0.01%
535
+197
IDV icon
210
iShares International Select Dividend ETF
IDV
$8.29B
$30.8K ﹤0.01%
+780
ORKA
211
Oruka Therapeutics
ORKA
$3.37B
$30.3K ﹤0.01%
1,000
YUMC icon
212
Yum China
YUMC
$17.2B
$30.1K ﹤0.01%
629
+324
TGTX icon
213
TG Therapeutics
TGTX
$5.88B
$29.9K ﹤0.01%
1,003
SCCO icon
214
Southern Copper
SCCO
$150B
$29.6K ﹤0.01%
208
+16
SBAC icon
215
SBA Communications
SBAC
$23.1B
$29.5K ﹤0.01%
153
+1
EOG icon
216
EOG Resources
EOG
$71.3B
$29.4K ﹤0.01%
280
TSM icon
217
TSMC
TSM
$2.09T
$28.9K ﹤0.01%
95
+28
UMH
218
UMH Properties
UMH
$1.33B
$28.9K ﹤0.01%
1,816
CZFS icon
219
Citizens Financial Services
CZFS
$310M
$28.3K ﹤0.01%
496
-156
VKTX icon
220
Viking Therapeutics
VKTX
$3.76B
$28.1K ﹤0.01%
800
COP icon
221
ConocoPhillips
COP
$148B
$27.9K ﹤0.01%
298
-41
USIG icon
222
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17B
$27.3K ﹤0.01%
+527
LMT icon
223
Lockheed Martin
LMT
$118B
$26.9K ﹤0.01%
56
SCHW icon
224
Charles Schwab
SCHW
$155B
$26.7K ﹤0.01%
267
+3
PSX icon
225
Phillips 66
PSX
$64.9B
$26.7K ﹤0.01%
207
+3
7 8
9
10 11