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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
251
$1.75K ﹤0.01%
6
252
$1.74K ﹤0.01%
9
253
$1.73K ﹤0.01%
+21
254
$1.73K ﹤0.01%
+9
255
$1.72K ﹤0.01%
6
256
$1.71K ﹤0.01%
14
257
$1.66K ﹤0.01%
5
258
$1.66K ﹤0.01%
+16
259
$1.65K ﹤0.01%
7
260
$1.64K ﹤0.01%
7
261
$1.64K ﹤0.01%
11
262
$1.59K ﹤0.01%
17
263
$1.59K ﹤0.01%
15
264
$1.58K ﹤0.01%
+36
265
$1.56K ﹤0.01%
110
266
$1.56K ﹤0.01%
71
267
$1.54K ﹤0.01%
6
268
$1.52K ﹤0.01%
61
269
$1.52K ﹤0.01%
16
270
$1.52K ﹤0.01%
84
271
$1.51K ﹤0.01%
1
272
$1.5K ﹤0.01%
3
-2
273
$1.5K ﹤0.01%
4
274
$1.5K ﹤0.01%
7
275
$1.49K ﹤0.01%
17
9 10
11
12 13