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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
276
$1.45K ﹤0.01%
3
277
$1.44K ﹤0.01%
8
278
$1.43K ﹤0.01%
10
279
$1.42K ﹤0.01%
28
280
$1.4K ﹤0.01%
2
-2
281
$1.4K ﹤0.01%
4
282
$1.38K ﹤0.01%
14
283
$1.38K ﹤0.01%
+109
284
$1.38K ﹤0.01%
5
285
$1.37K ﹤0.01%
11
286
$1.36K ﹤0.01%
18
287
$1.35K ﹤0.01%
145
288
$1.32K ﹤0.01%
62
289
$1.3K ﹤0.01%
1
290
$1.29K ﹤0.01%
14
291
$1.29K ﹤0.01%
1
292
$1.28K ﹤0.01%
42
293
$1.28K ﹤0.01%
11
-42
294
$1.27K ﹤0.01%
8
295
$1.26K ﹤0.01%
65
296
$1.26K ﹤0.01%
+13
297
$1.25K ﹤0.01%
8
298
$1.25K ﹤0.01%
10
299
$1.21K ﹤0.01%
6
300
$1.2K ﹤0.01%
42
10 11
12
13 14