STFP

Signal Tree Financial Partners Portfolio holdings

AUM $131M
1-Year Est. Return 14.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.28M
3
+$1.96M
4
VTV icon
Vanguard Value ETF
VTV
+$1.36M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.33M

Top Sells

1
+$1.23M
2
+$1.05M
3
+$801K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$749K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$623K

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
1
$22.1M 19.02%
38,906
+4,348
2
$18.1M 15.58%
317,493
+24,753
3
$8.01M 6.9%
151,667
+37,551
4
$5.84M 5.03%
32,154
-7,143
5
$5.4M 4.64%
27,997
-3,508
6
$5.14M 4.42%
65,256
+8,366
7
$4.22M 3.64%
85,398
-6,855
8
$4.11M 3.54%
143,482
-21,136
9
$3.5M 3.01%
32,912
+6,128
10
$3.45M 2.97%
11,348
-779
11
$3.29M 2.84%
39,735
+5,793
12
$3.24M 2.79%
76,156
-3,912
13
$3.13M 2.69%
118,105
-28,699
14
$2.41M 2.08%
31,182
-4,664
15
$2.41M 2.07%
+98,187
16
$2.28M 1.96%
21,776
-10,076
17
$2.04M 1.75%
11,515
+8,039
18
$1.82M 1.57%
36,538
+1,958
19
$1.39M 1.19%
+6,422
20
$1.27M 1.09%
6,170
+65
21
$1.25M 1.08%
11,448
-2,787
22
$1.24M 1.07%
+2,193
23
$1.23M 1.06%
15,803
+5,154
24
$1.1M 0.94%
5,001
+124
25
$814K 0.7%
+8,258
1
2 3