DF
DecisionPoint Financial Portfolio holdings
AUM
$392M
This Quarter Return
+11.11%
1 Year Return
+11.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$233M
AUM Growth
+$233M
(+22%)
Cap. Flow
+$21M
Cap. Flow
% of AUM
9%
Top 10 Holdings %
Top 10 Hldgs %
85.94%
Holding
271
New
28
Increased
39
Reduced
28
Closed
61
Top Buys
Top Sells
| 1 |
Home BancShares
HOMB
|
$1.01M |
| 2 |
Intel
INTC
|
$197K |
| 3 |
Republic Services
RSG
|
$154K |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
$54.7K |
| 5 |
Pacer Trendpilot US Mid Cap ETF
PTMC
|
$47.7K |
Sector Composition
| 1 | Financials | 10.64% |
| 2 | Technology | 2.35% |
| 3 | Consumer Discretionary | 0.83% |
| 4 | Industrials | 0.44% |
| 5 | Real Estate | 0.26% |
