SCM

Stonehearth Capital Management Portfolio holdings

AUM $241M
1-Year Est. Return 18.5%
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.5M
3
+$13.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.82M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.63M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 2.3%
2 Communication Services 0.88%
3 Energy 0.62%
4 Technology 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$906K 0.67%
+19,569
27
$843K 0.62%
+9,116
28
$663K 0.49%
+14,180
29
$530K 0.39%
+20,877
30
$488K 0.36%
+26,426
31
$443K 0.33%
+8,932
32
$415K 0.31%
+29,872
33
$238K 0.18%
+5,171
34
$216K 0.16%
+2,593
1
2