SCM

Stonehearth Capital Management Portfolio holdings

AUM $258M
1-Year Est. Return 18.9%
This Quarter Est. Return
1 Year Est. Return
+18.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$566K
3
+$394K
4
IYLD icon
iShares Morningstar Multi-Asset Income ETF
IYLD
+$283K
5
ADI icon
Analog Devices
ADI
+$242K

Top Sells

1
+$324K
2
+$250K
3
+$221K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$211K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$167K

Sector Composition

1 Technology 0.93%
2 Industrials 0.88%
3 Healthcare 0.52%
4 Financials 0.47%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,390
52
– –
-4,751
1 2
3