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
$127M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$6.73M
3
+$6.04M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.17M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$367K

Top Sells

1
+$9.49M
2
+$388K
3
+$363K
4
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$325K
5
HD icon
Home Depot
HD
+$254K

Sector Composition

1 Industrials 2.55%
2 Communication Services 0.68%
3 Energy 0.66%
4 Technology 0.19%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$560K 0.44%
10,031
-4,359
27
$304K 0.24%
9,321
-11,139
28
$239K 0.19%
10,000
-732
29
$202K 0.16%
1,880
30
– –
-7,281
31
– –
-1,902
32
– –
-1,440
33
– –
-3,416
34
– –
-111,654
35
– –
-2,395
1
2