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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
1
$43.1M 18.97%
469,315
+54,010
2
$27.1M 11.93%
499,503
-3,659
3
$21.2M 9.33%
404,802
-5,004
4
$18.4M 8.1%
412,647
-3,566
5
$16.7M 7.35%
865,716
+1,645
6
$16.2M 7.15%
628,118
-6,072
7
$12M 5.27%
17,954
-635
8
$4.11M 1.81%
6,853
+132
9
$3.39M 1.49%
14,000
-23
10
$3.27M 1.44%
75,199
-3,536
11
$3.09M 1.36%
107,102
-3,234
12
$2.91M 1.28%
14,855
-962
13
$2.83M 1.25%
11,122
-46
14
$2.22M 0.98%
81,271
+1,921
15
$2.17M 0.96%
4,689
-13
16
$1.93M 0.85%
10,325
+129
17
$1.78M 0.78%
48,645
-2,331
18
$1.73M 0.76%
9,143
+1,194
19
$1.59M 0.7%
36,486
+3,722
20
$1.58M 0.7%
67,011
-2,836
21
$1.54M 0.68%
68,918
-3,801
22
$1.5M 0.66%
2,887
-59
23
$1.4M 0.62%
4,429
+164
24
$1.24M 0.55%
10,380
+760
25
$1.24M 0.54%
5,626
-67
1
2 3 4