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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
51
$501K 0.22%
6,631
+26
52
$484K 0.21%
3,380
+326
53
$471K 0.21%
1,051
+199
54
$470K 0.21%
1,934
+389
55
$453K 0.2%
908
+82
56
$429K 0.19%
939
+85
57
$401K 0.18%
8,115
58
$397K 0.17%
979
-52
59
$368K 0.16%
771
-42
60
$355K 0.16%
3,749
-12
61
$333K 0.15%
8,759
-111
62
$329K 0.15%
4,800
63
$309K 0.14%
614
+1
64
$308K 0.14%
2,130
-185
65
$306K 0.13%
1,679
66
$301K 0.13%
633
67
$299K 0.13%
10,573
-87
68
$297K 0.13%
3,034
+4
69
$297K 0.13%
903
70
$295K 0.13%
4,441
-75
71
$293K 0.13%
3,039
72
$292K 0.13%
397
-59
73
$291K 0.13%
+856
74
$289K 0.13%
2,847
-30
75
$279K 0.12%
+388
1 2
3
4