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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
601
$242 ﹤0.01%
5
602
$238 ﹤0.01%
5
603
$238 ﹤0.01%
4
604
$235 ﹤0.01%
3
605
$233 ﹤0.01%
6
606
$233 ﹤0.01%
4
607
$231 ﹤0.01%
5
608
$230 ﹤0.01%
6
609
$223 ﹤0.01%
2
610
$222 ﹤0.01%
40
611
$219 ﹤0.01%
5
612
$218 ﹤0.01%
3
613
$215 ﹤0.01%
5
614
$211 ﹤0.01%
3
615
$210 ﹤0.01%
7
616
$209 ﹤0.01%
6
617
$207 ﹤0.01%
2
618
$207 ﹤0.01%
4
619
$205 ﹤0.01%
2
620
$204 ﹤0.01%
7
621
$201 ﹤0.01%
4
622
$192 ﹤0.01%
6
623
$189 ﹤0.01%
6
624
$186 ﹤0.01%
3
625
$181 ﹤0.01%
4
23 24
25
26 27