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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
26
$809K 0.19%
14,833
-64
27
$785K 0.18%
3,452
28
$779K 0.18%
10,479
+5,693
29
$774K 0.18%
12,825
-22
30
$633K 0.15%
3,383
+103
31
$574K 0.13%
18,206
-1,099
32
$567K 0.13%
12,344
-1,246
33
$552K 0.13%
20,880
+1
34
$486K 0.11%
9,844
+1,767
35
$483K 0.11%
6,700
-32
36
$449K 0.1%
9,344
37
$367K 0.09%
511
-516
38
$320K 0.07%
476
+207
39
$284K 0.07%
2,047
-168
40
$279K 0.07%
4,175
+623
41
$277K 0.06%
1,131
+1
42
$273K 0.06%
830
+1
43
$255K 0.06%
4,350
+3,790
44
$228K 0.05%
789
45
$225K 0.05%
1,289
46
$202K 0.05%
7,725
-429
47
$197K 0.05%
634
48
$190K 0.04%
382
49
$178K 0.04%
1,508
-3,028
50
$163K 0.04%
1,736
+360
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