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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
326
$1.02K ﹤0.01%
3
327
$1.01K ﹤0.01%
7
328
$1.01K ﹤0.01%
10
329
$999 ﹤0.01%
10
330
$998 ﹤0.01%
2
331
$998 ﹤0.01%
40
332
$993 ﹤0.01%
5
333
$992 ﹤0.01%
4
334
$976 ﹤0.01%
6
335
$974 ﹤0.01%
2
336
$974 ﹤0.01%
7
337
$964 ﹤0.01%
8
338
$962 ﹤0.01%
5
339
$949 ﹤0.01%
11
340
$948 ﹤0.01%
10
341
$938 ﹤0.01%
5
342
$935 ﹤0.01%
32
343
$934 ﹤0.01%
4
344
$929 ﹤0.01%
+14
345
$927 ﹤0.01%
11
346
$917 ﹤0.01%
12
347
$916 ﹤0.01%
1
348
$915 ﹤0.01%
7
349
$914 ﹤0.01%
11
350
$914 ﹤0.01%
3
12 13
14
15 16