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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
376
$795 ﹤0.01%
4
377
$791 ﹤0.01%
10
378
$788 ﹤0.01%
6
379
$782 ﹤0.01%
4
380
$780 ﹤0.01%
3
381
$774 ﹤0.01%
1
382
$767 ﹤0.01%
14
383
$766 ﹤0.01%
3
-4
384
$762 ﹤0.01%
12
385
$758 ﹤0.01%
3
386
$755 ﹤0.01%
14
387
$752 ﹤0.01%
10
388
$752 ﹤0.01%
8
389
$749 ﹤0.01%
5
390
$749 ﹤0.01%
3
391
$740 ﹤0.01%
7
392
$714 ﹤0.01%
26
393
$704 ﹤0.01%
3
394
$693 ﹤0.01%
5
395
$690 ﹤0.01%
20
396
$690 ﹤0.01%
3
397
$688 ﹤0.01%
8
398
$684 ﹤0.01%
45
399
$677 ﹤0.01%
8
400
$669 ﹤0.01%
14
14 15
16
17 18