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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
451
$551 ﹤0.01%
21
452
$546 ﹤0.01%
5
453
$544 ﹤0.01%
1
454
$543 ﹤0.01%
6
455
$540 ﹤0.01%
8
456
$539 ﹤0.01%
4
-500
457
$538 ﹤0.01%
1
458
$536 ﹤0.01%
2
459
$535 ﹤0.01%
13
460
$533 ﹤0.01%
8
461
$533 ﹤0.01%
3
-2
462
$529 ﹤0.01%
8
463
$520 ﹤0.01%
8
464
$518 ﹤0.01%
3
465
$516 ﹤0.01%
5
466
$511 ﹤0.01%
27
467
$511 ﹤0.01%
2
468
$507 ﹤0.01%
26
469
$506 ﹤0.01%
8
470
$503 ﹤0.01%
5
471
$501 ﹤0.01%
6
472
$498 ﹤0.01%
20
473
$498 ﹤0.01%
3
474
$498 ﹤0.01%
1
475
$495 ﹤0.01%
12
17 18
19
20 21