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
$137M
AUM Growth
+$5.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$583K
2 +$561K
3 +$425K
4
PGR icon
Progressive
PGR
+$422K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$418K

Top Sells

1 +$451K
2 +$283K
3 +$230K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$219K
5
VB icon
Vanguard Small-Cap ETF
VB
+$172K

Sector Composition

1 Technology 0.96%
2 Industrials 0.79%
3 Healthcare 0.77%
4 Financials 0.63%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$213K 0.16%
721
52
$212K 0.16%
+2,524
53
$206K 0.15%
+1,474
54
$28K 0.02%
+1,020
55
-7,628