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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
526
$383 ﹤0.01%
3
527
$382 ﹤0.01%
2
528
$381 ﹤0.01%
3
529
$376 ﹤0.01%
11
530
$374 ﹤0.01%
15
531
$372 ﹤0.01%
4
532
$367 ﹤0.01%
4
533
$364 ﹤0.01%
11
534
$361 ﹤0.01%
8
535
$352 ﹤0.01%
5
536
$351 ﹤0.01%
10
537
$349 ﹤0.01%
21
538
$348 ﹤0.01%
8
539
$345 ﹤0.01%
5
-2
540
$345 ﹤0.01%
6
541
$343 ﹤0.01%
8
542
$342 ﹤0.01%
1
543
$340 ﹤0.01%
13
544
$339 ﹤0.01%
6
545
$336 ﹤0.01%
2
546
$336 ﹤0.01%
7
547
$334 ﹤0.01%
4
548
$333 ﹤0.01%
37
549
$333 ﹤0.01%
5
550
$332 ﹤0.01%
4
20 21
22
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