SCM
Stonehearth Capital Management Portfolio holdings
AUM
$241M
1-Year Est. Return
18.5%
1 Year Est. Return
+18.5%
AUM
$241M
AUM Growth
-$187K
(-0.08%)
Holding
102
Top Buys
| 1 | +$13.3M | |
| 2 | +$6.37M | |
| 3 | +$1.49M | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.04M |
| 5 |
Vanguard US Value Factor ETF
VFVA
|
+$770K |
Top Sells
| 1 | +$8.84M | |
| 2 | +$6.8M | |
| 3 | +$6.15M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.88M |
| 5 |
iShares MSCI USA Value Factor ETF
VLUE
|
+$5.14M |
Sector Composition
| 1 | Technology | 2.99% |
| 2 | Industrials | 1.64% |
| 3 | Consumer Discretionary | 1.22% |
| 4 | Financials | 1.03% |
| 5 | Energy | 0.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard FTSE Europe ETF
VGK
$27.6B
| – | – |
-19,247
|
|
||
|
VCSA
102
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
| – | – |
-10,000
|
|