SCM
Stonehearth Capital Management Portfolio holdings
AUM
$241M
This Quarter Return
+3.82%
1 Year Return
+18.5%
3 Year Return
+49.17%
5 Year Return
+68.35%
10 Year Return
+114.36%
AUM
$132M
AUM Growth
+$132M
(+2.8%)
Cap. Flow
-$1.1M
Cap. Flow
% of AUM
-0.84%
Top 10 Holdings %
Top 10 Hldgs %
73.5%
Holding
36
New
2
Increased
9
Reduced
22
Closed
–
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 1.18% |
| 2 | Technology | 0.39% |
| 3 | Communication Services | 0.27% |
| 4 | Consumer Discretionary | 0.19% |
| 5 | Energy | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
JPMorgan Diversified Return International Equity ETF
JPIN
$352M
| $614K | 0.47% |
+10,233
| New | +$614K |
|
27
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
$2.28B
| $531K | 0.4% |
8,201
+1,441
| +21% | +$93.3K |
|
28
Apple
AAPL
$3.4T
| $519K | 0.39% |
3,066
+491
| +19% | +$83.1K |
|
29
iShares ESG Optimized MSCI USA ETF
SUSA
$3.53B
| $371K | 0.28% |
3,336
+777
| +30% | +$86.4K |
|
30
Verizon
VZ
$187B
| $353K | 0.27% |
6,668
+85
| +1% | +$4.5K |
|
31
iShares MSCI ACWI Low Carbon Target ETF
CRBN
$1.04B
| $348K | 0.26% |
2,974
+915
| +44% | +$107K |
|
32
Amplify Etho Climate Leadership US ETF
ETHO
$157M
| $338K | 0.26% |
9,947
+3,037
| +44% | +$103K |
|
33
Home Depot
HD
$402B
| $256K | 0.19% |
1,350
| – | – |
|
34
Vanguard Growth ETF
VUG
$182B
| $248K | 0.19% |
1,765
| – | – |
|
35
Exxon Mobil
XOM
$487B
| $222K | 0.17% |
2,651
| – | – |
|
36
Lockheed Martin
LMT
$106B
| $220K | 0.17% |
+685
| New | +$220K |
|