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
$151M
AUM Growth
+$365K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.44M
3
+$3.27M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.71M
5
GLD icon
SPDR Gold Trust
GLD
+$608K

Top Sells

1
+$8.06M
2
+$2.15M
3
+$1.97M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$608K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$535K

Sector Composition

1 Technology 1.38%
2 Healthcare 1.26%
3 Industrials 0.59%
4 Financials 0.53%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$225K 0.15%
6,051
+12
52
$218K 0.14%
+2,540
53
$201K 0.13%
5,776
54
– –
-1,738
55
– –
-4,330
56
– –
-3,504
57
– –
-5,786
1 2
3