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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
401
$656 ﹤0.01%
6
402
$656 ﹤0.01%
8
403
$655 ﹤0.01%
2
404
$654 ﹤0.01%
3
405
$654 ﹤0.01%
9
406
$650 ﹤0.01%
21
407
$645 ﹤0.01%
3
408
$644 ﹤0.01%
2
409
$641 ﹤0.01%
13
410
$640 ﹤0.01%
+15
411
$634 ﹤0.01%
9
412
$628 ﹤0.01%
118
413
$621 ﹤0.01%
1
414
$621 ﹤0.01%
1
415
$617 ﹤0.01%
5
416
$613 ﹤0.01%
4
417
$612 ﹤0.01%
2
418
$612 ﹤0.01%
5
419
$609 ﹤0.01%
13
420
$607 ﹤0.01%
8
421
$607 ﹤0.01%
4
422
$606 ﹤0.01%
1
423
$605 ﹤0.01%
3
424
$601 ﹤0.01%
33
425
$600 ﹤0.01%
1
15 16
17
18 19