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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
301
$1.19K ﹤0.01%
7
302
$1.18K ﹤0.01%
4
303
$1.18K ﹤0.01%
7
304
$1.17K ﹤0.01%
4
305
$1.16K ﹤0.01%
8
306
$1.15K ﹤0.01%
34
307
$1.14K ﹤0.01%
15
308
$1.13K ﹤0.01%
19
309
$1.13K ﹤0.01%
20
310
$1.09K ﹤0.01%
+22
311
$1.09K ﹤0.01%
47
312
$1.09K ﹤0.01%
13
313
$1.09K ﹤0.01%
4
314
$1.08K ﹤0.01%
12
-1,000
315
$1.08K ﹤0.01%
4
316
$1.06K ﹤0.01%
4
317
$1.06K ﹤0.01%
3
318
$1.05K ﹤0.01%
3
319
$1.05K ﹤0.01%
8
320
$1.04K ﹤0.01%
13
321
$1.04K ﹤0.01%
56
322
$1.04K ﹤0.01%
3
323
$1.03K ﹤0.01%
5
324
$1.03K ﹤0.01%
3
325
$1.02K ﹤0.01%
8
11 12
13
14 15