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
+$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$231K
3
+$221K
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$193K
5
AAPL icon
Apple
AAPL
+$23.4K

Top Sells

1
+$515K
2
+$335K
3
+$329K
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$249K
5
T icon
AT&T
T
+$239K

Sector Composition

1 Industrials 1.45%
2 Technology 0.31%
3 Communication Services 0.25%
4 Consumer Discretionary 0.17%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$412K 0.32%
20,280
+9,480
27
$397K 0.31%
10,300
+608
28
$326K 0.25%
6,583
-1,089
29
$267K 0.21%
+5,118
30
$234K 0.18%
1,765
-31
31
$231K 0.18%
+2,059
32
$221K 0.17%
+6,910
33
$221K 0.17%
1,350
34
$217K 0.17%
2,651
-4,090
35
– –
-3,022
36
– –
-8,393
1
2