STA
Shade Tree Advisors Portfolio holdings
AUM
$114M
This Quarter Return
+0.85%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.2M
AUM Growth
–
Cap. Flow
+$99.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
97.14%
Holding
16
New
16
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$68.3M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$7.98M |
| 3 |
GlobalFoundries
GFS
|
$5.1M |
| 4 |
Vanguard Total Bond Market
BND
|
$3.93M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$3.62M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.14% |
| 2 | Consumer Staples | 0.75% |
| 3 | Consumer Discretionary | 0.13% |
