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
$190M
AUM Growth
+$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$5.24M
2 +$3.65M
3 +$1.05M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.04M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$347K

Top Sells

1 +$5.48M
2 +$3.22M
3 +$1.91M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$790K
5
JPM icon
JPMorgan Chase
JPM
+$340K

Sector Composition

1 Technology 2.08%
2 Industrials 1.49%
3 Healthcare 1.2%
4 Energy 0.88%
5 Consumer Discretionary 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,854
77
-2,609
78
-13,278