STFP
Signal Tree Financial Partners Portfolio holdings
AUM
$126M
1-Year Est. Return
10.93%
1 Year Est. Return
+10.93%
AUM
$126M
AUM Growth
+$10M
(+8.6%)
Holding
51
Top Buys
| 1 | +$5.16M | |
| 2 | +$1.08M | |
| 3 | +$776K | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$758K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$489K |
Top Sells
| 1 | +$2.99M | |
| 2 | +$2.39M | |
| 3 | +$325K | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$265K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$228K |
Sector Composition
| 1 | Technology | 2% |
| 2 | Consumer Discretionary | 1.06% |
| 3 | Healthcare | 0.87% |
| 4 | Financials | 0.54% |
| 5 | Communication Services | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
| – | – |
-2,862
|
|