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SHFP

Second Half Financial Partners Portfolio holdings

AUM $222M
1-Year Est. Return 9.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$564K
3
+$256K
4
STRL icon
Sterling Infrastructure
STRL
+$243K
5
DHI icon
D.R. Horton
DHI
+$235K

Top Sells

1
+$407K
2
+$269K
3
+$257K
4
GLD icon
SPDR Gold Trust
GLD
+$242K
5
TWLO icon
Twilio
TWLO
+$204K

Sector Composition

1 Technology 4.23%
2 Industrials 2.11%
3 Consumer Discretionary 1.94%
4 Financials 1.49%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.53%
27,797
-1,228
27
$1.18M 0.52%
11,426
+289
28
$1.15M 0.51%
22,479
-1,027
29
$1.12M 0.49%
30,688
-1,322
30
$1.09M 0.48%
41,652
-2,251
31
$1M 0.44%
2,936
32
$917K 0.4%
3,004
-7
33
$884K 0.39%
7,487
+52
34
$859K 0.38%
2,655
-15
35
$793K 0.35%
7,032
+45
36
$760K 0.33%
14,107
-52
37
$731K 0.32%
2,141
+169
38
$716K 0.32%
1,728
+95
39
$695K 0.31%
18,171
-736
40
$688K 0.3%
1,548
+159
41
$650K 0.29%
7,268
+2,181
42
$566K 0.25%
1,716
+201
43
$556K 0.24%
+3,020
44
$552K 0.24%
2,383
-10
45
$540K 0.24%
3,504
-19
46
$522K 0.23%
4,412
-26
47
$519K 0.23%
2,101
+216
48
$513K 0.23%
11,402
+1,741
49
$504K 0.22%
2,622
+196
50
$501K 0.22%
2,104
+102
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