STFP
Signal Tree Financial Partners Portfolio holdings
AUM
$116M
This Quarter Return
-1.64%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$85.2M
AUM Growth
–
Cap. Flow
+$85.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.97%
Holding
42
New
42
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$16.2M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11.3M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$5.63M |
| 4 |
Vanguard Extended Market ETF
VXF
|
$5.05M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$4.12M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.87% |
| 2 | Consumer Discretionary | 1.61% |
| 3 | Healthcare | 0.84% |
| 4 | Financials | 0.63% |
| 5 | Consumer Staples | 0.59% |
