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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
SPYM
26
State Street SPDR Portfolio S&P 500 ETF
SPYM
$143B
$741K 0.56%
9,686
-908
VO icon
27
Vanguard Mid-Cap ETF
VO
$101B
$715K 0.54%
9,956
-720
ABBV icon
28
AbbVie
ABBV
$397B
$457K 0.35%
2,103
-2
SCHX icon
29
Schwab US Large- Cap ETF
SCHX
$69.7B
$410K 0.31%
15,999
-1,476
MSFT icon
30
Microsoft
MSFT
$2.95T
$404K 0.31%
1,092
-203
XOM icon
31
Exxon Mobil
XOM
$624B
$376K 0.28%
2,216
-100
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$4.35T
$329K 0.25%
1,143
EQWL icon
33
Invesco S&P 100 Equal Weight ETF
EQWL
$2.54B
$312K 0.24%
2,710
GLD icon
34
SPDR Gold Trust
GLD
$134B
$296K 0.22%
688
+61
SPGM icon
35
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.57B
$295K 0.22%
3,903
-30
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.04T
$280K 0.21%
584
VT icon
37
Vanguard Total World Stock ETF
VT
$73.1B
$276K 0.21%
1,996
+85
ABT icon
38
Abbott
ABT
$155B
$266K 0.2%
2,591
-13
JPM icon
39
JPMorgan Chase
JPM
$828B
$259K 0.2%
882
-138
VUSB icon
40
Vanguard Ultra-Short Bond ETF
VUSB
$8.79B
$254K 0.19%
5,092
-33,102
PG icon
41
Procter & Gamble
PG
$347B
$248K 0.19%
1,716
+39
LLY icon
42
Eli Lilly
LLY
$1.01T
$241K 0.18%
262
+1
SCHB icon
43
Schwab US Broad Market ETF
SCHB
$41.6B
$234K 0.18%
+9,334
SCHV icon
44
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$232K 0.17%
7,593
RPG icon
45
Invesco S&P 500 Pure Growth ETF
RPG
$2.02B
$225K 0.17%
4,805
GOOG icon
46
Alphabet (Google) Class C
GOOG
$4.31T
$220K 0.17%
768
-500
VCSH icon
47
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
$205K 0.15%
2,589
ADP icon
48
Automatic Data Processing
ADP
$92.4B
– –
-927
GE icon
49
GE Aerospace
GE
$333B
– –
-716
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