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
$221M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.69M
3
+$5.22M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.29M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$692K

Top Sells

1
+$10.4M
2
+$5.21M
3
+$2.19M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$473K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$294K

Sector Composition

1 Technology 1.84%
2 Industrials 1.66%
3 Healthcare 1.24%
4 Energy 0.8%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$318K 0.14%
7,656
-112
52
$316K 0.14%
432
53
$306K 0.14%
1,200
-1
54
$291K 0.13%
1,166
55
$290K 0.13%
10,463
+1,506
56
$290K 0.13%
20,795
-480
57
$289K 0.13%
584
+54
58
$287K 0.13%
6,149
+208
59
$273K 0.12%
5,954
+312
60
$243K 0.11%
591
-139
61
$239K 0.11%
7,071
+343
62
$235K 0.11%
2,572
-246
63
$234K 0.11%
1,483
64
$227K 0.1%
2,098
+151
65
$225K 0.1%
62
66
$224K 0.1%
+3,205
67
$223K 0.1%
+1,114
68
$222K 0.1%
6,198
-50
69
$220K 0.1%
+3,952
70
$219K 0.1%
1,778
+113
71
$217K 0.1%
+3,602
72
$217K 0.1%
478
73
$213K 0.1%
+4,457
74
$211K 0.1%
+2,700
75
$211K 0.1%
+1,179
1 2
3
4