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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
551
$330 ﹤0.01%
3
552
$329 ﹤0.01%
24
553
$329 ﹤0.01%
21
554
$329 ﹤0.01%
84
555
$327 ﹤0.01%
9
556
$327 ﹤0.01%
6
557
$324 ﹤0.01%
2
558
$318 ﹤0.01%
2
559
$316 ﹤0.01%
1
560
$311 ﹤0.01%
7
561
$310 ﹤0.01%
8
562
$310 ﹤0.01%
4
563
$308 ﹤0.01%
5
564
$305 ﹤0.01%
2
565
$305 ﹤0.01%
9
566
$304 ﹤0.01%
1
567
$304 ﹤0.01%
3
568
$302 ﹤0.01%
1
569
$301 ﹤0.01%
8
570
$300 ﹤0.01%
2
-5
571
$298 ﹤0.01%
4
572
$296 ﹤0.01%
2
-750
573
$294 ﹤0.01%
1
574
$294 ﹤0.01%
4
575
$287 ﹤0.01%
6
21 22
23
24 25