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
51
$245K 0.2%
7,453
52
$240K 0.2%
+307
53
$234K 0.19%
3,475
-1
54
$228K 0.19%
+5,644
55
$226K 0.19%
+1,033
56
$223K 0.18%
634
57
$218K 0.18%
6,479
+31
58
$205K 0.17%
+949
59
$78.6K 0.06%
+10,880
60
– –
-1,690
61
– –
-24,402
62
– –
-8,660
63
– –
-19,354
64
– –
-18,261
1 2
3