SCM
Stonehearth Capital Management Portfolio holdings
AUM
$252M
1-Year Est. Return
23.28%
This Fund
S&P 500
1 Year Est. Return
+23.28%
AUM
$270M
AUM Growth
+$11.9M
(+4.6%)
Holding
102
Top Buys
| 1 | +$6.62M | |
| 2 | +$5.49M | |
| 3 | +$827K | |
| 4 |
GMO US Quality ETF
QLTY
|
+$739K |
| 5 |
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
|
+$559K |
Top Sells
| 1 | +$4.97M | |
| 2 | +$1.59M | |
| 3 | +$1.19M | |
| 4 |
iShares MSCI USA Value Factor ETF
VLUE
|
+$730K |
| 5 |
Wayfair
W
|
+$463K |
Sector Composition
| 1 | Technology | 2.74% |
| 2 | Industrials | 1.68% |
| 3 | Financials | 1.02% |
| 4 | Consumer Discretionary | 0.9% |
| 5 | Healthcare | 0.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Wayfair
W
$10.3B
| – | – |
-5,185
|
|
||
102
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.33B
| – | – |
-2,690
|
|