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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
576
$287 ﹤0.01%
2
-300
577
$284 ﹤0.01%
1
578
$281 ﹤0.01%
7
579
$280 ﹤0.01%
8
580
$278 ﹤0.01%
3
581
$277 ﹤0.01%
1
582
$275 ﹤0.01%
8
583
$272 ﹤0.01%
4
584
$269 ﹤0.01%
2
585
$267 ﹤0.01%
4
586
$267 ﹤0.01%
11
587
$266 ﹤0.01%
4
588
$265 ﹤0.01%
2
589
$262 ﹤0.01%
133
590
$256 ﹤0.01%
4
591
$256 ﹤0.01%
4
592
$254 ﹤0.01%
2
593
$253 ﹤0.01%
2
594
$252 ﹤0.01%
2
-3
595
$252 ﹤0.01%
29
596
$251 ﹤0.01%
1
597
$248 ﹤0.01%
6
598
$248 ﹤0.01%
3
599
$245 ﹤0.01%
2
-2
600
$244 ﹤0.01%
1
22 23
24
25 26