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
$163M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$1.43M
2 +$810K
3 +$744K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$448K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$424K

Sector Composition

1 Technology 1.52%
2 Healthcare 1.45%
3 Industrials 1.05%
4 Energy 1.04%
5 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-14,830
77
-3,943