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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
1
$27.1M 19.64%
703,019
+42,578
2
$22.2M 16.1%
677,976
+36,311
3
$7.91M 5.73%
246,517
+14,513
4
$5.4M 3.91%
92,697
+187
5
$4.62M 3.34%
103,319
+219
6
$4.01M 2.9%
83,142
+5,093
7
$3.7M 2.68%
117,940
8
$3.64M 2.63%
10,349
+3
9
$3.45M 2.5%
34,282
+5,987
10
$3.4M 2.46%
10,356
+5
11
$3.3M 2.39%
72,101
12
$3.3M 2.39%
17,673
13
$2.95M 2.13%
+12,101
14
$2.87M 2.08%
35,958
-1,164
15
$2.81M 2.04%
60,971
+189
16
$2.54M 1.84%
69,784
-220
17
$2.03M 1.47%
27,588
18
$1.95M 1.42%
17,977
-1,169
19
$1.92M 1.39%
28,004
20
$1.83M 1.33%
36,546
+325
21
$1.76M 1.28%
36,771
+2,646
22
$1.73M 1.25%
54,761
-74
23
$1.72M 1.25%
40,313
+443
24
$1.6M 1.16%
22,154
25
$1.48M 1.07%
2,849
+90
1
2 3