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
$249M
AUM Growth
-$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$890K
3
+$888K
4
AAPL icon
Apple
AAPL
+$766K
5
TSLA icon
Tesla
TSLA
+$722K

Top Sells

1
+$6.1M
2
+$377K
3
+$273K
4
GIS icon
General Mills
GIS
+$248K
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$236K

Sector Composition

1 Technology 2.62%
2 Industrials 1.58%
3 Consumer Discretionary 1.12%
4 Financials 0.87%
5 Energy 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$221K 0.09%
3,850
+148
77
$201K 0.08%
2,788
-302
78
$147K 0.06%
14,016
-2,166
79
$49K 0.02%
+10,000
80
– –
-541
81
– –
-3,352
82
– –
-4,221
83
– –
-250
84
– –
-90,138
1 2 3
4