DF

DecisionPoint Financial Portfolio holdings

AUM $392M
1-Year Est. Return 11.25%
This Quarter Est. Return
1 Year Est. Return
+11.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$3.57M
3
+$1.54M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.45M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.44M

Top Sells

1
+$2.11M
2
+$128K
3
+$97.9K
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$96K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$74.3K

Sector Composition

1 Financials 8.87%
2 Technology 2.3%
3 Consumer Discretionary 0.87%
4 Industrials 0.46%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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