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
$128M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$846K
3
+$162K
4
IYLD icon
iShares Morningstar Multi-Asset Income ETF
IYLD
+$110K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$93.2K

Top Sells

1
+$1.46M
2
+$499K
3
+$400K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$274K
5
GE icon
GE Aerospace
GE
+$255K

Sector Composition

1 Industrials 2.18%
2 Communication Services 0.62%
3 Energy 0.58%
4 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$745K 0.58%
15,697
-1,461
27
$740K 0.58%
8,482
-488
28
$511K 0.4%
9,826
-205
29
$284K 0.22%
9,253
-68
30
$278K 0.22%
9,832
-168
31
$211K 0.16%
1,880
1
2