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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
476
$488 ﹤0.01%
8
477
$484 ﹤0.01%
10
478
$484 ﹤0.01%
8
479
$480 ﹤0.01%
1
480
$479 ﹤0.01%
2
481
$470 ﹤0.01%
21
482
$468 ﹤0.01%
93
483
$465 ﹤0.01%
2
484
$465 ﹤0.01%
2
485
$463 ﹤0.01%
3
486
$463 ﹤0.01%
3
487
$461 ﹤0.01%
2
488
$458 ﹤0.01%
6
489
$455 ﹤0.01%
12
490
$451 ﹤0.01%
13
491
$448 ﹤0.01%
13
-7
492
$444 ﹤0.01%
26
493
$444 ﹤0.01%
10
494
$442 ﹤0.01%
27
495
$439 ﹤0.01%
1
496
$438 ﹤0.01%
6
497
$434 ﹤0.01%
5
498
$432 ﹤0.01%
13
499
$431 ﹤0.01%
3
500
$431 ﹤0.01%
5
18 19
20
21 22