DF
DecisionPoint Financial Portfolio holdings
AUM
$392M
This Quarter Return
-1.9%
1 Year Return
+11.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$327M
AUM Growth
+$327M
(+3.6%)
Cap. Flow
+$19.9M
Cap. Flow
% of AUM
6.08%
Top 10 Holdings %
Top 10 Hldgs %
86.52%
Holding
272
New
31
Increased
42
Reduced
19
Closed
9
Top Buys
Top Sells
| 1 |
Home BancShares
HOMB
|
$752K |
| 2 |
LAND
Gladstone Land Corp
LAND
|
$538K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$78K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$68.9K |
| 5 |
CVS Health
CVS
|
$62.9K |
Sector Composition
| 1 | Financials | 6.88% |
| 2 | Technology | 2.46% |
| 3 | Consumer Discretionary | 0.9% |
| 4 | Industrials | 0.37% |
| 5 | Communication Services | 0.3% |
