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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
76
$274K 0.12%
4,480
-2
77
$265K 0.12%
29,464
78
$262K 0.12%
+344
79
$261K 0.11%
2,278
80
$255K 0.11%
2,734
81
$253K 0.11%
+1,494
82
$248K 0.11%
346
83
$246K 0.11%
+1,000
84
$246K 0.11%
980
-6
85
$237K 0.1%
+5,603
86
$237K 0.1%
1,914
-18
87
$233K 0.1%
4,104
+1
88
$228K 0.1%
5,179
+500
89
$219K 0.1%
289
90
$216K 0.1%
711
+7
91
$215K 0.09%
646
-400
92
$214K 0.09%
+1,153
93
$213K 0.09%
+617
94
$209K 0.09%
+179
95
$204K 0.09%
1,072
-13
96
$148K 0.07%
20,373
97
– –
-651
98
– –
-1,897
99
– –
-793
100
– –
-1,641
1 2 3
4