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
+$286K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$601K
2
+$340K
3
+$290K
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$276K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$266K

Top Sells

1
+$717K
2
+$464K
3
+$457K
4
VB icon
Vanguard Small-Cap ETF
VB
+$430K
5
PFE icon
Pfizer
PFE
+$225K

Sector Composition

1 Technology 1.12%
2 Industrials 0.72%
3 Financials 0.64%
4 Healthcare 0.58%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$228K 0.17%
+3,233
52
$223K 0.16%
2,524
53
$215K 0.16%
721
54
$200K 0.15%
+3,315
55
$28K 0.02%
1,020
56
– –
-1,474
57
– –
-5,468
1 2
3