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DF

DecisionPoint Financial Portfolio holdings

AUM $464M
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$429M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$4.36M
3
+$2.39M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.86M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.75M

Top Sells

1
+$1.04M
2
+$892K
3
+$384K
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$374K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$337K

Sector Composition

1 Financials 4.6%
2 Technology 1.8%
3 Consumer Discretionary 0.6%
4 Industrials 0.29%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.39K ﹤0.01%
33
+22
227
$2.35K ﹤0.01%
67
228
$2.32K ﹤0.01%
24
229
$2.26K ﹤0.01%
500
230
$2.26K ﹤0.01%
2
231
$2.18K ﹤0.01%
27
232
$2.18K ﹤0.01%
36
+3
233
$2.16K ﹤0.01%
+30
234
$2.1K ﹤0.01%
33
235
$2.08K ﹤0.01%
37
236
$2.07K ﹤0.01%
75
237
$2.06K ﹤0.01%
6
238
$2.01K ﹤0.01%
12
239
$2K ﹤0.01%
12
240
$1.98K ﹤0.01%
+22
241
$1.96K ﹤0.01%
+25
242
$1.95K ﹤0.01%
50
243
$1.93K ﹤0.01%
55
244
$1.93K ﹤0.01%
25
245
$1.93K ﹤0.01%
2
246
$1.88K ﹤0.01%
12
247
$1.82K ﹤0.01%
10
248
$1.82K ﹤0.01%
3
249
$1.8K ﹤0.01%
27
250
$1.8K ﹤0.01%
6
8 9
10
11 12