DF

DecisionPoint Financial Portfolio holdings

AUM $454M
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Sector Composition

1 Financials 3.85%
2 Technology 1.67%
3 Consumer Discretionary 0.61%
4 Industrials 0.3%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IRMD icon
426
iRadimed
IRMD
$1.3B
$876 ﹤0.01%
9
MANU icon
427
Manchester United
MANU
$2.83B
$876 ﹤0.01%
55
CRH icon
428
CRH
CRH
$68.1B
$874 ﹤0.01%
7
ARKG icon
429
ARK Genomic Revolution ETF
ARKG
$1.06B
$870 ﹤0.01%
+30
ITT icon
430
ITT
ITT
$16.2B
$868 ﹤0.01%
5
WAB icon
431
Wabtec
WAB
$40.7B
$854 ﹤0.01%
4
EXPE icon
432
Expedia Group
EXPE
$28.4B
$850 ﹤0.01%
3
CVNA icon
433
Carvana
CVNA
$43.9B
$845 ﹤0.01%
2
MDB icon
434
MongoDB
MDB
$21.4B
$840 ﹤0.01%
2
MOS icon
435
The Mosaic Company
MOS
$8.87B
$820 ﹤0.01%
34
ATRO icon
436
Astronics
ATRO
$2.47B
$814 ﹤0.01%
+15
MPC icon
437
Marathon Petroleum
MPC
$67.4B
$814 ﹤0.01%
5
TMUS icon
438
T-Mobile US
TMUS
$235B
$813 ﹤0.01%
4
MTB icon
439
M&T Bank
MTB
$29.5B
$806 ﹤0.01%
4
HUBS icon
440
HubSpot
HUBS
$13.9B
$803 ﹤0.01%
2
NEM icon
441
Newmont
NEM
$120B
$799 ﹤0.01%
8
EMR icon
442
Emerson Electric
EMR
$74.7B
$797 ﹤0.01%
6
ALC icon
443
Alcon
ALC
$38B
$789 ﹤0.01%
10
NET icon
444
Cloudflare
NET
$73.3B
$789 ﹤0.01%
4
EWBC icon
445
East-West Bancorp
EWBC
$14.3B
$787 ﹤0.01%
7
TT icon
446
Trane Technologies
TT
$93B
$779 ﹤0.01%
2
MSGS icon
447
Madison Square Garden
MSGS
$7.67B
$776 ﹤0.01%
3
EQIX icon
448
Equinix
EQIX
$96.8B
$767 ﹤0.01%
1
FCX icon
449
Freeport-McMoran
FCX
$83B
$762 ﹤0.01%
15
SWKS icon
450
Skyworks Solutions
SWKS
$8.32B
$761 ﹤0.01%
12