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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
501
$426 ﹤0.01%
5
-5
502
$426 ﹤0.01%
2
503
$425 ﹤0.01%
10
504
$424 ﹤0.01%
6
505
$423 ﹤0.01%
3
506
$422 ﹤0.01%
2
507
$421 ﹤0.01%
2
508
$421 ﹤0.01%
1
509
$421 ﹤0.01%
64
510
$414 ﹤0.01%
10
511
$412 ﹤0.01%
3
512
$412 ﹤0.01%
4
513
$408 ﹤0.01%
2
514
$405 ﹤0.01%
2
515
$404 ﹤0.01%
2
516
$402 ﹤0.01%
4
517
$400 ﹤0.01%
14
518
$400 ﹤0.01%
2
519
$400 ﹤0.01%
6
520
$392 ﹤0.01%
22
521
$390 ﹤0.01%
3
522
$385 ﹤0.01%
2
523
$385 ﹤0.01%
3
524
$384 ﹤0.01%
16
525
$383 ﹤0.01%
2
19 20
21
22 23