SCM

Stonehearth Capital Management Portfolio holdings

AUM $258M
1-Year Est. Return 18.9%
This Quarter Est. Return
1 Year Est. Return
+18.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.69M
3
+$5.22M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.29M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$692K

Top Sells

1
+$10.4M
2
+$5.21M
3
+$2.19M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$473K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$294K

Sector Composition

1 Technology 1.84%
2 Industrials 1.66%
3 Healthcare 1.24%
4 Energy 0.8%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$207K 0.09%
491
-178
77
$206K 0.09%
+265
78
$157K 0.07%
13,334
+1,312
79
– –
-39,418
80
– –
-3,221
81
– –
-179,267
82
– –
-6,013
83
– –
-672
1 2 3
4