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STFP
Signal Tree Financial Partners Portfolio holdings
AUM
$132M
1-Year Est. Return
15.43%
This Fund
S&P 500
This Quarter
Est. Return
-1.64%
1 Year Est. Return
+15.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$85.2M
AUM Growth
–
Cap. Flow
+$86.8M
Cap. Flow
% of AUM
101.88%
Top 10 Holdings %
Top 10 Hldgs %
69.97%
Holding
42
New
42
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$16.3M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$11.9M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$5.81M |
| 4 |
Vanguard Extended Market ETF
VXF
|
+$5.12M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$4.14M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.87% |
| 2 | Consumer Discretionary | 1.61% |
| 3 | Healthcare | 0.84% |
| 4 | Financials | 0.63% |
| 5 | Consumer Staples | 0.59% |
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Signal Tree Financial Partners's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Signal Tree Financial Partners, which disclosed 42 positions worth $85.2M. Its ten largest holdings account for 70% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 30,033 shares worth $16.2M.
By sector, the portfolio is most concentrated in Technology at 2.9% of assets, followed by Consumer Discretionary and Healthcare.
- Signal Tree Financial Partners's largest Q4 2024 buy was Vanguard S&P 500 ETF: 30,033 shares worth $16.2M.
- Signal Tree Financial Partners's ten largest holdings make up 70% of its $85.2M portfolio in Q4 2024.
- Signal Tree Financial Partners disclosed 42 positions in Q4 2024, its first 13F filing on record.
Based on Signal Tree Financial Partners's 13F filing for Q4 2024, filed 16 Jul 2025.