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
$203M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.12%
2 Industrials 1.42%
3 Healthcare 1.27%
4 Energy 0.75%
5 Consumer Discretionary 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,245
77
-153,749
78
-2,357
79
-16,821
80
-10,413
81
-14,220
82
-5,000