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
$105M
AUM Growth
+$975K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.12M
3
+$549K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$475K
5
WFC icon
Wells Fargo
WFC
+$465K

Top Sells

1
+$689K
2
+$479K
3
+$316K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$272K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$248K

Sector Composition

1 Technology 4.84%
2 Financials 0.9%
3 Consumer Discretionary 0.61%
4 Healthcare 0.29%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$185K 0.18%
18,261
52
– –
-2,006
53
– –
-508
54
– –
-1,388
1 2
3