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
$186M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$4.98M
3 +$2.01M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$640K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$401K

Sector Composition

1 Technology 1.72%
2 Industrials 1.48%
3 Healthcare 1.34%
4 Energy 0.93%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-45,949
77
-7,475
78
-6,534
79
-8,134