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SFP

SwitchPoint Financial Planning Portfolio holdings

AUM $147M
1-Year Est. Return 21.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.59M
3
+$1.16M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$602K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$448K

Top Sells

1
+$123K
2
+$88.9K
3
+$7.78K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.66K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.99K

Sector Composition

1 Technology 5.61%
2 Communication Services 2.87%
3 Financials 1.38%
4 Healthcare 0.48%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 1.03%
5,587
+208
27
$1.27M 0.92%
5,006
28
$1.22M 0.88%
11,951
+54
29
$1.19M 0.87%
1,785
30
$1.02M 0.74%
1,671
-13
31
$911K 0.66%
4,883
+353
32
$876K 0.63%
14,989
+3,277
33
$754K 0.55%
1
34
$684K 0.5%
2,812
+1,389
35
$680K 0.49%
3,587
36
$634K 0.46%
10,580
-120
37
$631K 0.46%
1,254
+34
38
$567K 0.41%
2,581
+107
39
$562K 0.41%
4,656
40
$526K 0.38%
6,281
+41
41
$437K 0.32%
13,697
42
$435K 0.32%
6,415
43
$374K 0.27%
3,633
+52
44
$355K 0.26%
1,140
+3
45
$332K 0.24%
452
+39
46
$328K 0.24%
2,250
47
$308K 0.22%
1,094
+61
48
$285K 0.21%
3,112
+21
49
$269K 0.19%
4,838
50
$266K 0.19%
7,453
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