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STFP

Signal Tree Financial Partners Portfolio holdings

AUM $132M
1-Year Est. Return 15.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$602K
3
+$528K
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$497K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$486K

Top Sells

1
+$1.65M
2
+$253K
3
+$238K
4
GE icon
GE Aerospace
GE
+$220K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$157K

Sector Composition

1 Technology 1.34%
2 Healthcare 0.73%
3 Consumer Discretionary 0.63%
4 Communication Services 0.41%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$955B
$24.3M 18.37%
40,730
+844
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$221B
$21.8M 16.49%
340,970
+6,641
BINC icon
3
BlackRock Flexible Income ETF
BINC
$16.2B
$11.2M 8.43%
214,932
+9,416
SCHD icon
4
Schwab US Dividend Equity ETF
SCHD
$94.9B
$7.42M 5.6%
241,773
+67,914
RSP icon
5
Invesco S&P 500 Equal Weight ETF
RSP
$88.3B
$7.12M 5.37%
37,090
+2,451
VB icon
6
Vanguard Small-Cap ETF
VB
$77B
$6.87M 5.19%
26,226
+2,224
VWO icon
7
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$4.54M 3.43%
84,058
+1,702
BSV icon
8
Vanguard Short-Term Bond ETF
BSV
$45B
$4.24M 3.2%
54,073
+1,480
VCIT icon
9
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.8B
$3.68M 2.78%
44,481
+1,526
VTI icon
10
Vanguard Total Stock Market ETF
VTI
$635B
$3.65M 2.76%
11,379
-123
SUB icon
11
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$3.56M 2.69%
33,439
-1,035
SCHC icon
12
Schwab International Small-Cap Equity ETF
SCHC
$5.27B
$3.35M 2.53%
71,734
+1,339
VXF icon
13
Vanguard Extended Market ETF
VXF
$29.3B
$2.86M 2.16%
13,890
+38
FNDX icon
14
Schwab Fundamental US Large Company Index ETF
FNDX
$25.2B
$2.73M 2.06%
98,187
IXUS icon
15
iShares Core MSCI Total International Stock ETF
IXUS
$56.2B
$2.67M 2.02%
30,818
-134
MUB icon
16
iShares National Muni Bond ETF
MUB
$45.2B
$2.42M 1.83%
22,815
-1,205
FNDA icon
17
Schwab Fundamental US Small Company Index ETF
FNDA
$8.89B
$2.2M 1.66%
67,849
+44
VTV icon
18
Vanguard Value ETF
VTV
$179B
$2.16M 1.63%
10,999
-465
IWM icon
19
iShares Russell 2000 ETF
IWM
$77.9B
$1.59M 1.2%
6,422
AAPL icon
20
Apple
AAPL
$4.28T
$1.37M 1.04%
5,416
-20
MDY icon
21
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.3B
$1.33M 1%
2,157
-32
VCRB icon
22
Vanguard Core Bond ETF
VCRB
$6.97B
$1.29M 0.97%
16,669
+911
VONG icon
23
Vanguard Russell 1000 Growth ETF
VONG
$43.1B
$1.04M 0.78%
9,451
-2,162
VTEI icon
24
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.46B
$918K 0.69%
9,189
AMZN icon
25
Amazon
AMZN
$2.56T
$834K 0.63%
4,005
-328
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