STFP

Signal Tree Financial Partners Portfolio holdings

AUM $116M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.3M
3
+$5.63M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$5.05M
5
BSV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.2M 18.99%
+30,033
2
$11.3M 13.31%
+237,217
3
$5.63M 6.6%
+32,114
4
$5.05M 5.93%
+26,579
5
$4.12M 4.84%
+53,324
6
$3.83M 4.49%
+73,535
7
$3.82M 4.49%
+128,725
8
$3.57M 4.19%
+81,012
9
$3.2M 3.76%
+30,071
10
$2.87M 3.37%
+27,223
11
$2.81M 3.3%
+9,702
12
$2.49M 2.92%
+72,433
13
$2.44M 2.87%
+36,924
14
$2.41M 2.83%
+30,044
15
$1.7M 1.99%
+6,769
16
$1.62M 1.9%
+32,592
17
$1.43M 1.68%
+52,456
18
$1.22M 1.43%
+11,771
19
$1.15M 1.35%
+5,224
20
$927K 1.09%
+18,494
21
$657K 0.77%
+9,528
22
$653K 0.77%
+3,860
23
$479K 0.56%
+1,136
24
$467K 0.55%
+6,165
25
$443K 0.52%
+5,682
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