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
$132M
AUM Growth
+$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$614K
2
+$220K
3
+$202K
4
CRBN icon
iShares MSCI ACWI Low Carbon Target ETF
CRBN
+$107K
5
ETHO icon
Amplify Etho Climate Leadership US ETF
ETHO
+$103K

Top Sells

1
+$677K
2
+$609K
3
+$292K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$156K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$135K

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 Change
in Stake 		Capital Flow
26
$614K 0.47%
+10,233
27
$531K 0.4%
24,603
+4,323
28
$519K 0.39%
12,264
+1,964
29
$371K 0.28%
6,672
+1,554
30
$353K 0.27%
6,668
+85
31
$348K 0.26%
2,974
+915
32
$338K 0.26%
9,947
+3,037
33
$256K 0.19%
1,350
34
$248K 0.19%
1,765
35
$222K 0.17%
2,651
36
$220K 0.17%
+685
1
2