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
$99.7M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.64M
3
+$2.33M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$2.13M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.24M

Top Sells

1
+$254K
2
+$219K
3
+$147K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$116K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$75.3K

Sector Composition

1 Technology 2.13%
2 Consumer Discretionary 1.14%
3 Healthcare 1.02%
4 Financials 0.61%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$419K 0.42%
5,309
-373
27
$389K 0.39%
17,607
28
$345K 0.35%
2,604
-111
29
$334K 0.34%
628
-7
30
$313K 0.31%
6,216
+1,054
31
$289K 0.29%
1,698
-7
32
$283K 0.28%
927
33
$280K 0.28%
2,355
-2
34
$279K 0.28%
2,710
35
$271K 0.27%
1,106
+80
36
$264K 0.26%
2,274
+102
37
$262K 0.26%
4,205
+81
38
$232K 0.23%
2,109
39
$213K 0.21%
580
+5
40
$207K 0.21%
1,325
-22
41
$205K 0.21%
+1,234
42
$202K 0.2%
+7,593
43
– –
-2,618
44
– –
-1,159
1
2