DF
DecisionPoint Financial Portfolio holdings
AUM
$392M
1-Year Return
11.25%
This Quarter Return
-0.66%
1 Year Return
+11.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$345M
AUM Growth
+$17.4M
(+5.3%)
Cap. Flow
+$20.4M
Cap. Flow
% of AUM
5.91%
Top 10 Holdings %
Top 10 Hldgs %
86.82%
Holding
281
New
18
Increased
31
Reduced
25
Closed
27
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 6.31% |
| 2 | Technology | 2.1% |
| 3 | Consumer Discretionary | 0.74% |
| 4 | Industrials | 0.37% |
| 5 | Communication Services | 0.24% |
