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
$126M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$212K
2
+$207K
3
+$83.4K
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$52.9K
5
IYLD icon
iShares Morningstar Multi-Asset Income ETF
IYLD
+$22.2K

Top Sells

1
+$610K
2
+$516K
3
+$509K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$452K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$432K

Sector Composition

1 Industrials 1.75%
2 Communication Services 0.46%
3 Energy 0.43%
4 Technology 0.28%
5 Real Estate 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$544K 0.43%
6,741
-1,759
27
$349K 0.28%
9,692
+180
28
$343K 0.27%
7,672
-2,858
29
$239K 0.19%
8,393
-860
30
$228K 0.18%
1,796
-84
31
$216K 0.17%
3,022
32
$212K 0.17%
+10,800
33
$207K 0.16%
+1,350
1
2