SCM
Stonehearth Capital Management Portfolio holdings
AUM
$241M
1-Year Return
18.5%
This Quarter Return
-10.76%
1 Year Return
+18.5%
3 Year Return
+49.17%
5 Year Return
+68.35%
10 Year Return
+114.36%
AUM
$123M
AUM Growth
-$28.1M
(-19%)
Cap. Flow
-$5.89M
Cap. Flow
% of AUM
-4.79%
Top 10 Holdings %
Top 10 Hldgs %
73.76%
Holding
64
New
5
Increased
19
Reduced
20
Closed
11
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
+$8.24M |
| 2 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
+$2.06M |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
+$1.9M |
| 4 |
Vanguard Value ETF
VTV
|
+$1.02M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$752K |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.7M |
| 2 |
iShares MSCI USA Value Factor ETF
VLUE
|
+$4.02M |
| 3 |
Vanguard Small-Cap ETF
VB
|
+$3.09M |
| 4 |
iShares Morningstar Multi-Asset Income ETF
IYLD
|
+$2.31M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.2M |
Sector Composition
| 1 | Healthcare | 1.38% |
| 2 | Technology | 1.11% |
| 3 | Industrials | 0.66% |
| 4 | Financials | 0.6% |
| 5 | Communication Services | 0.22% |
