SFP

SwitchPoint Financial Planning Portfolio holdings

AUM $143M
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.09M
3
+$1.01M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$792K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$762K

Top Sells

1
+$1.5M
2
+$607K
3
+$593K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$224K
5
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$224K

Sector Composition

1 Technology 5.41%
2 Financials 1.49%
3 Consumer Staples 0.52%
4 Energy 0.51%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.97%
5,006
27
$1.11M 0.91%
1,785
+1,185
28
$1.1M 0.9%
5,379
+131
29
$957K 0.78%
1,684
+13
30
$729K 0.6%
+1
31
$716K 0.59%
4,530
+514
32
$652K 0.53%
3,587
33
$635K 0.52%
+11,712
34
$610K 0.5%
10,700
+3,482
35
$593K 0.49%
1,220
+265
36
$543K 0.44%
2,474
+144
37
$513K 0.42%
4,656
38
$500K 0.41%
6,240
+44
39
$411K 0.34%
13,697
40
$407K 0.33%
+6,415
41
$401K 0.33%
+1,137
42
$350K 0.29%
+3,581
43
$305K 0.25%
413
+32
44
$304K 0.25%
+2,250
45
$282K 0.23%
285
+8
46
$275K 0.23%
3,091
+22
47
$274K 0.22%
704
+9
48
$264K 0.22%
4,838
49
$251K 0.21%
4,204
+29
50
$251K 0.21%
+1,423
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