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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
$464M
AUM Growth
+$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Sells

1 +$1M
2 +$143K
3 +$65K
4
IAU icon
iShares Gold Trust
IAU
+$61.1K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$44.9K

Sector Composition

1 Financials 3.6%
2 Technology 1.4%
3 Consumer Discretionary 0.59%
4 Industrials 0.31%
5 Communication Services 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LRCX icon
276
Lam Research
LRCX
$459B
$2.14K ﹤0.01%
10
FETH
277
Fidelity Ethereum Fund
FETH
$898M
$2.09K ﹤0.01%
100
MS icon
278
Morgan Stanley
MS
$338B
$1.98K ﹤0.01%
12
PPLT icon
279
abrdn Physical Platinum Shares ETF
PPLT
$2.04B
$1.96K ﹤0.01%
110
WDC icon
280
Western Digital
WDC
$194B
$1.89K ﹤0.01%
7
MKSI icon
281
MKS Inc
MKSI
$24B
$1.84K ﹤0.01%
8
DUK icon
282
Duke Energy
DUK
$97.4B
$1.83K ﹤0.01%
14
-25
HLT icon
283
Hilton Worldwide
HLT
$78.8B
$1.82K ﹤0.01%
6
TER icon
284
Teradyne
TER
$63.1B
$1.78K ﹤0.01%
6
PRM icon
285
Perimeter Solutions
PRM
$5.79B
$1.73K ﹤0.01%
71
SA
286
Seabridge Gold
SA
$3.02B
$1.73K ﹤0.01%
61
UBER icon
287
Uber
UBER
$140B
$1.73K ﹤0.01%
24
TSM icon
288
TSMC
TSM
$2.2T
$1.69K ﹤0.01%
5
COHR icon
289
Coherent
COHR
$75.3B
$1.67K ﹤0.01%
7
XLU icon
290
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$1.65K ﹤0.01%
36
SCHW
291
Charles Schwab
SCHW
$158B
$1.62K ﹤0.01%
17
EWZ icon
292
iShares MSCI Brazil ETF
EWZ
$9.81B
$1.61K ﹤0.01%
42
ATI icon
293
ATI
ATI
$27.1B
$1.6K ﹤0.01%
11
CI icon
294
Cigna
CI
$78.8B
$1.6K ﹤0.01%
6
CMG icon
295
Chipotle Mexican Grill
CMG
$41.3B
$1.6K ﹤0.01%
50
C icon
296
Citigroup
C
$238B
$1.59K ﹤0.01%
14
WELL icon
297
Welltower
WELL
$151B
$1.58K ﹤0.01%
8
NE icon
298
Noble Corp
NE
$7.49B
$1.57K ﹤0.01%
32
AMT icon
299
American Tower
AMT
$87.2B
$1.55K ﹤0.01%
9
CIEN icon
300
Ciena
CIEN
$63.1B
$1.55K ﹤0.01%
4