STFP

Signal Tree Financial Partners Portfolio holdings

AUM $131M
1-Year Est. Return 14.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.28M
3
+$1.96M
4
VTV icon
Vanguard Value ETF
VTV
+$1.36M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.33M

Top Sells

1
+$1.23M
2
+$1.05M
3
+$801K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$749K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$623K

Sector Composition

1 Technology 1.93%
2 Consumer Discretionary 1.13%
3 Healthcare 0.83%
4 Financials 0.56%
5 Communication Services 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$774K 0.67%
10,654
+381
27
$685K 0.59%
1,377
+83
28
$563K 0.48%
+2,375
29
$424K 0.36%
17,329
-278
30
$407K 0.35%
2,195
-14
31
$354K 0.3%
2,604
32
$338K 0.29%
696
+68
33
$311K 0.27%
1,073
-33
34
$298K 0.26%
2,710
35
$286K 0.25%
927
36
$278K 0.24%
4,026
-179
37
$273K 0.24%
1,714
+16
38
$253K 0.22%
1,966
-308
39
$243K 0.21%
2,254
-101
40
$234K 0.2%
1,320
-5
41
$228K 0.2%
2,862
-2,447
42
$220K 0.19%
+4,805
43
$213K 0.18%
580
44
$210K 0.18%
7,593
45
$203K 0.17%
+260
46
$203K 0.17%
2,109
47
$202K 0.17%
+1,510
48
$201K 0.17%
+1,143
49
– –
-1,234
50
– –
-16,150
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