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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
426
$599 ﹤0.01%
9
427
$593 ﹤0.01%
23
428
$591 ﹤0.01%
4
429
$587 ﹤0.01%
15
430
$587 ﹤0.01%
37
431
$587 ﹤0.01%
6
432
$586 ﹤0.01%
3
433
$585 ﹤0.01%
3
434
$584 ﹤0.01%
10
435
$582 ﹤0.01%
7
436
$581 ﹤0.01%
9
437
$573 ﹤0.01%
2
438
$572 ﹤0.01%
18
439
$572 ﹤0.01%
12
440
$571 ﹤0.01%
5
441
$570 ﹤0.01%
3
442
$569 ﹤0.01%
6
443
$567 ﹤0.01%
3
444
$564 ﹤0.01%
4
445
$562 ﹤0.01%
41
446
$560 ﹤0.01%
10
447
$557 ﹤0.01%
5
448
$555 ﹤0.01%
2
449
$554 ﹤0.01%
5
450
$551 ﹤0.01%
2
16 17
18
19 20