SCM
Stonehearth Capital Management Portfolio holdings
AUM
$241M
This Quarter Return
+1.32%
1 Year Return
+18.5%
3 Year Return
+49.17%
5 Year Return
+68.35%
10 Year Return
+114.36%
AUM
$136M
AUM Growth
–
Cap. Flow
+$136M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.31%
Holding
34
New
34
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$14.9M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$13.5M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$13.1M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$9.82M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$9.63M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 2.3% |
| 2 | Communication Services | 0.88% |
| 3 | Energy | 0.62% |
| 4 | Technology | 0.16% |
