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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
51
$262K 0.19%
283
-2
52
$258K 0.19%
5,833
+189
53
$255K 0.18%
4,245
+41
54
$240K 0.17%
634
55
$240K 0.17%
314
+7
56
$238K 0.17%
3,475
57
$233K 0.17%
964
+15
58
$227K 0.16%
702
-2
59
$208K 0.15%
6,473
-6
60
$201K 0.15%
+1,083
61
$122K 0.09%
10,880
1 2
3