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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
351
$903 ﹤0.01%
5
352
$902 ﹤0.01%
8
353
$884 ﹤0.01%
14
354
$882 ﹤0.01%
6
355
$881 ﹤0.01%
2
356
$880 ﹤0.01%
3
357
$877 ﹤0.01%
20
358
$876 ﹤0.01%
3
359
$869 ﹤0.01%
4
-25
360
$866 ﹤0.01%
11
361
$866 ﹤0.01%
5
362
$862 ﹤0.01%
49
363
$857 ﹤0.01%
5
364
$851 ﹤0.01%
2
365
$850 ﹤0.01%
2
366
$847 ﹤0.01%
6
-1,000
367
$845 ﹤0.01%
3
368
$839 ﹤0.01%
7
369
$839 ﹤0.01%
55
370
$833 ﹤0.01%
39
371
$830 ﹤0.01%
7
372
$815 ﹤0.01%
4
373
$813 ﹤0.01%
3
374
$809 ﹤0.01%
2
375
$803 ﹤0.01%
7
13 14
15
16 17