DF

DecisionPoint Financial Portfolio holdings

AUM $429M
1-Year Est. Return 9.45%
This Quarter Est. Return
1 Year Est. Return
+9.45%
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 Sells

1 +$1.06M
2 +$922K
3 +$378K
4
META icon
Meta Platforms (Facebook)
META
+$371K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$357K

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
AEM icon
301
Agnico Eagle Mines
AEM
$84.9B
$1.19K ﹤0.01%
7
SITM icon
302
SiTime
SITM
$9.04B
$1.18K ﹤0.01%
4
BX icon
303
Blackstone
BX
$117B
$1.18K ﹤0.01%
7
ADP icon
304
Automatic Data Processing
ADP
$105B
$1.17K ﹤0.01%
4
TJX icon
305
TJX Companies
TJX
$167B
$1.16K ﹤0.01%
8
MOS icon
306
The Mosaic Company
MOS
$7.68B
$1.15K ﹤0.01%
34
WNS
307
DELISTED
WNS Holdings
WNS
$1.14K ﹤0.01%
15
URNM icon
308
Sprott Uranium Miners ETF
URNM
$1.79B
$1.13K ﹤0.01%
19
NTR icon
309
Nutrien
NTR
$29B
$1.13K ﹤0.01%
20
SNY icon
310
Sanofi
SNY
$121B
$1.09K ﹤0.01%
+22
CCJ icon
311
Cameco
CCJ
$38.9B
$1.09K ﹤0.01%
13
MIR icon
312
Mirion Technologies
MIR
$6.14B
$1.09K ﹤0.01%
47
WST icon
313
West Pharmaceutical
WST
$20.5B
$1.09K ﹤0.01%
4
MRK icon
314
Merck
MRK
$254B
$1.08K ﹤0.01%
12
-1,000
ECL icon
315
Ecolab
ECL
$74.9B
$1.08K ﹤0.01%
4
CME icon
316
CME Group
CME
$98.9B
$1.06K ﹤0.01%
4
CDNS icon
317
Cadence Design Systems
CDNS
$91.5B
$1.06K ﹤0.01%
3
CEG icon
318
Constellation Energy
CEG
$113B
$1.05K ﹤0.01%
3
MKSI icon
319
MKS Inc
MKSI
$11B
$1.05K ﹤0.01%
8
XEL icon
320
Xcel Energy
XEL
$46.4B
$1.04K ﹤0.01%
13
MARA icon
321
Marathon Digital Holdings
MARA
$4.72B
$1.04K ﹤0.01%
56
COIN icon
322
Coinbase
COIN
$74.7B
$1.04K ﹤0.01%
3
PANW icon
323
Palo Alto Networks
PANW
$135B
$1.03K ﹤0.01%
5
WTW icon
324
Willis Towers Watson
WTW
$30.3B
$1.03K ﹤0.01%
3
KKR icon
325
KKR & Co
KKR
$113B
$1.02K ﹤0.01%
8