SWITCHPOINT FINANCIAL PLANNING, LLC

SWITCHPOINT FINANCIAL PLANNING, LLC runs SWITCHPOINT FINANCIAL PLANNING, LLC and currently holds 64 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $147.49M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SWITCHPOINT FINANCIAL PLANNING, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SWITCHPOINT FINANCIAL PLANNING, LLC's portfolio at SWITCHPOINT FINANCIAL PLANNING, LLC has delivered returns of +18.63%. Their 3-year annualized return is +17.35%. Looking at the 5-year horizon, SWITCHPOINT FINANCIAL PLANNING, LLC has achieved +17.35% annualized returns at SWITCHPOINT FINANCIAL PLANNING, LLC.