SFP
SwitchPoint Financial Planning Portfolio holdings
AUM
$122M
This Quarter Return
-1.71%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.26%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.61% |
| 2 | Consumer Discretionary | 1.02% |
| 3 | Financials | 0.84% |
| 4 | Communication Services | 0.43% |
| 5 | Healthcare | 0.24% |
