STFP
Signal Tree Financial Partners Portfolio holdings
AUM
$116M
1 Year Est. Return
–
AUM
$116M
AUM Growth
+$16.4M
(+16%)
Holding
51
Top Buys
| 1 | +$2.47M | |
| 2 | +$2.41M | |
| 3 | +$1.98M | |
| 4 |
Vanguard Value ETF
VTV
|
+$1.42M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.41M |
Top Sells
| 1 | +$1.3M | |
| 2 | +$1.05M | |
| 3 | +$801K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$761K |
| 5 |
Vanguard Extended Market ETF
VXF
|
+$676K |
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 | |
|---|---|---|---|---|---|---|
51
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
| – | – |
-16,150
|
|