DF

DecisionPoint Financial Portfolio holdings

AUM $429M
1-Year Est. Return 9.45%
This Quarter Est. Return
1 Year Est. Return
+9.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$3.57M
3
+$1.54M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.45M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.44M

Top Sells

1
+$2.11M
2
+$128K
3
+$97.9K
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$96K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$74.3K

Sector Composition

1 Financials 8.87%
2 Technology 2.3%
3 Consumer Discretionary 0.87%
4 Industrials 0.46%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.37K ﹤0.01%
55
227
$2.3K ﹤0.01%
30
228
$2.25K ﹤0.01%
40
-50
229
$2.2K ﹤0.01%
67
230
$2.1K ﹤0.01%
28
231
$2.02K ﹤0.01%
54
232
$1.94K ﹤0.01%
14
233
$1.9K ﹤0.01%
38
234
$1.83K ﹤0.01%
9
235
$1.81K ﹤0.01%
62
236
$1.8K ﹤0.01%
+1,000
237
$1.65K ﹤0.01%
+8,999
238
$1.65K ﹤0.01%
6
239
$1.6K ﹤0.01%
26
240
$1.59K ﹤0.01%
62
241
$1.54K ﹤0.01%
28
242
$1.51K ﹤0.01%
20
243
$1.51K ﹤0.01%
+100
244
$1.43K ﹤0.01%
5
245
$1.29K ﹤0.01%
+50
246
$1.09K ﹤0.01%
3
247
$1.09K ﹤0.01%
+56
248
$1.05K ﹤0.01%
+58
249
$1K ﹤0.01%
+69
250
$956 ﹤0.01%
2
8 9
10
11 12