STFP

Signal Tree Financial Partners Portfolio holdings

AUM $126M
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.3M
3
+$5.63M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$5.05M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.87%
2 Consumer Discretionary 1.61%
3 Healthcare 0.84%
4 Financials 0.63%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$409K 0.48%
+2,300
27
$408K 0.48%
+17,607
28
$307K 0.36%
+2,715
29
$288K 0.34%
+635
30
$286K 0.34%
+1,705
31
$277K 0.33%
+2,710
32
$271K 0.32%
+927
33
$263K 0.31%
+5,162
34
$261K 0.31%
+4,124
35
$257K 0.3%
+1,347
36
$255K 0.3%
+2,172
37
$254K 0.3%
+2,618
38
$254K 0.3%
+2,357
39
$246K 0.29%
+1,026
40
$224K 0.26%
+575
41
$221K 0.26%
+2,109
42
$219K 0.26%
+1,159
1
2