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
$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
$1.09B
$876 ﹤0.01%
9
MANU icon
427
Manchester United
MANU
$3.25B
$876 ﹤0.01%
55
CRH icon
428
CRH
CRH
$72.7B
$874 ﹤0.01%
7
ARKG icon
429
ARK Genomic Revolution ETF
ARKG
$1.12B
$870 ﹤0.01%
+30
ITT icon
430
ITT
ITT
$18.2B
$868 ﹤0.01%
5
WAB icon
431
Wabtec
WAB
$44.9B
$854 ﹤0.01%
4
EXPE icon
432
Expedia Group
EXPE
$26.1B
$850 ﹤0.01%
3
CVNA icon
433
Carvana
CVNA
$49.8B
$845 ﹤0.01%
2
MDB icon
434
MongoDB
MDB
$24.4B
$840 ﹤0.01%
2
MOS icon
435
The Mosaic Company
MOS
$7.21B
$820 ﹤0.01%
34
ATRO icon
436
Astronics
ATRO
$2.87B
$814 ﹤0.01%
+15
MPC icon
437
Marathon Petroleum
MPC
$72.6B
$814 ﹤0.01%
5
TMUS icon
438
T-Mobile US
TMUS
$204B
$813 ﹤0.01%
4
MTB icon
439
M&T Bank
MTB
$29.9B
$806 ﹤0.01%
4
HUBS icon
440
HubSpot
HUBS
$9.4B
$803 ﹤0.01%
2
NEM icon
441
Newmont
NEM
$124B
$799 ﹤0.01%
8
EMR icon
442
Emerson Electric
EMR
$77.2B
$797 ﹤0.01%
6
ALC icon
443
Alcon
ALC
$31.2B
$789 ﹤0.01%
10
NET icon
444
Cloudflare
NET
$70.6B
$789 ﹤0.01%
4
EWBC icon
445
East-West Bancorp
EWBC
$16.5B
$787 ﹤0.01%
7
TT icon
446
Trane Technologies
TT
$104B
$779 ﹤0.01%
2
MSGS icon
447
Madison Square Garden
MSGS
$8.38B
$776 ﹤0.01%
3
EQIX icon
448
Equinix
EQIX
$106B
$767 ﹤0.01%
1
FCX icon
449
Freeport-McMoran
FCX
$95.1B
$762 ﹤0.01%
15
SWKS icon
450
Skyworks Solutions
SWKS
$10.1B
$761 ﹤0.01%
12