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
$249M
AUM Growth
-$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$890K
3
+$888K
4
AAPL icon
Apple
AAPL
+$766K
5
TSLA icon
Tesla
TSLA
+$722K

Top Sells

1
+$6.1M
2
+$377K
3
+$273K
4
GIS icon
General Mills
GIS
+$248K
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$236K

Sector Composition

1 Technology 2.62%
2 Industrials 1.58%
3 Consumer Discretionary 1.12%
4 Financials 0.87%
5 Energy 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.47%
25,017
+781
27
$1.15M 0.46%
10,656
-431
28
$1.07M 0.43%
6,404
-124
29
$1.01M 0.4%
18,815
-38
30
$975K 0.39%
2,151
+1,204
31
$952K 0.38%
8,229
-922
32
$903K 0.36%
39,312
+2,853
33
$789K 0.32%
1,964
+28
34
$770K 0.31%
8,668
-703
35
$738K 0.3%
1,259
36
$722K 0.29%
+1,788
37
$689K 0.28%
+3,141
38
$644K 0.26%
4,457
39
$580K 0.23%
+2,002
40
$551K 0.22%
1,416
41
$503K 0.2%
13,018
+1,077
42
$489K 0.2%
12,216
-583
43
$427K 0.17%
2,563
44
$400K 0.16%
1,215
-259
45
$396K 0.16%
1,653
-270
46
$366K 0.15%
2,952
-351
47
$362K 0.15%
770
-88
48
$359K 0.14%
7,129
-796
49
$358K 0.14%
391
50
$335K 0.13%
1,480
1
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