DF

DecisionPoint Financial Portfolio holdings

AUM $392M
1-Year Est. Return 11.25%
This Quarter Est. Return
1 Year Est. Return
+11.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$3.74M
3
+$1.9M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.63M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.56M

Top Sells

1
+$1.01M
2
+$197K
3
+$154K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$54.7K
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$47.7K

Sector Composition

1 Financials 10.64%
2 Technology 2.35%
3 Consumer Discretionary 0.83%
4 Industrials 0.44%
5 Real Estate 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$490K 0.21%
+10,098
27
$489K 0.21%
3,219
+2,219
28
$441K 0.19%
2,067
-131
29
$392K 0.17%
+1,292
30
$302K 0.13%
854
+204
31
$293K 0.13%
2,849
+6
32
$208K 0.09%
10,708
33
$183K 0.08%
+7,305
34
$175K 0.08%
2,798
+2,750
35
$159K 0.07%
459
-15
36
$154K 0.07%
825
+550
37
$134K 0.06%
959
+459
38
$130K 0.06%
365
39
$125K 0.05%
1,076
+76
40
$112K 0.05%
1,625
-116
41
$109K 0.05%
1,000
42
$109K 0.05%
1,444
+1,388
43
$109K 0.05%
1,000
44
$107K 0.05%
225
45
$104K 0.04%
610
-12
46
$94.5K 0.04%
406
+181
47
$91.1K 0.04%
1,840
48
$90.9K 0.04%
645
+25
49
$90.6K 0.04%
1,500
50
$85.8K 0.04%
750
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