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
$249M
AUM Growth
-$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$890K
3
+$888K
4
AAPL icon
Apple
AAPL
+$766K
5
TSLA icon
Tesla
TSLA
+$722K

Top Sells

1
+$6.1M
2
+$377K
3
+$273K
4
GIS icon
General Mills
GIS
+$248K
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$236K

Sector Composition

1 Technology 2.62%
2 Industrials 1.58%
3 Consumer Discretionary 1.12%
4 Financials 0.87%
5 Energy 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$333K 0.13%
12,546
-1,195
52
$312K 0.13%
1,066
53
$311K 0.12%
1,361
-90
54
$303K 0.12%
+15,273
55
$300K 0.12%
9,005
-208
56
$298K 0.12%
18,335
-2,265
57
$298K 0.12%
506
58
$296K 0.12%
1,200
59
$294K 0.12%
6,376
-38
60
$290K 0.12%
7,274
-136
61
$288K 0.12%
1,553
62
$280K 0.11%
6,192
-79
63
$271K 0.11%
463
-57
64
$267K 0.11%
1,114
65
$261K 0.1%
2,287
-161
66
$257K 0.1%
4,248
-545
67
$254K 0.1%
+603
68
$253K 0.1%
6,528
-682
69
$252K 0.1%
+283
70
$251K 0.1%
3,602
71
$251K 0.1%
591
72
$233K 0.09%
2,556
73
$232K 0.09%
478
74
$229K 0.09%
2,700
75
$225K 0.09%
548
-32
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3
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