DF

DecisionPoint Financial Portfolio holdings

AUM $454M
1-Year Est. Return 13.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Sector Composition

1 Financials 3.85%
2 Technology 1.67%
3 Consumer Discretionary 0.61%
4 Industrials 0.3%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CARG icon
626
CarGurus
CARG
$3.19B
$307 ﹤0.01%
8
OBK icon
627
Origin Bancorp
OBK
$1.26B
$301 ﹤0.01%
8
SKT icon
628
Tanger
SKT
$3.7B
$301 ﹤0.01%
9
AFRM icon
629
Affirm
AFRM
$21.6B
$298 ﹤0.01%
4
ADSK icon
630
Autodesk
ADSK
$56.9B
$297 ﹤0.01%
1
SYNA icon
631
Synaptics
SYNA
$3.36B
$297 ﹤0.01%
4
CCC
632
CCC Intelligent Solutions
CCC
$5.07B
$295 ﹤0.01%
37
RS icon
633
Reliance Steel & Aluminium
RS
$17B
$289 ﹤0.01%
1
VMC icon
634
Vulcan Materials
VMC
$39.6B
$286 ﹤0.01%
1
AR icon
635
Antero Resources
AR
$10.6B
$276 ﹤0.01%
8
AVTR icon
636
Avantor
AVTR
$7.53B
$276 ﹤0.01%
24
LQDA icon
637
Liquidia Corp
LQDA
$3.65B
$276 ﹤0.01%
8
KLIC icon
638
Kulicke & Soffa
KLIC
$3.05B
$274 ﹤0.01%
6
CDW icon
639
CDW
CDW
$16.2B
$273 ﹤0.01%
2
GNRC icon
640
Generac Holdings
GNRC
$10.2B
$273 ﹤0.01%
2
XYL icon
641
Xylem
XYL
$33B
$273 ﹤0.01%
2
ABNB icon
642
Airbnb
ABNB
$79.8B
$272 ﹤0.01%
2
ALLY icon
643
Ally Financial
ALLY
$13B
$272 ﹤0.01%
6
XPO icon
644
XPO
XPO
$17.4B
$272 ﹤0.01%
2
ACN icon
645
Accenture
ACN
$166B
$269 ﹤0.01%
1
CSGP icon
646
CoStar Group
CSGP
$27.6B
$269 ﹤0.01%
4
LNTH icon
647
Lantheus
LNTH
$4.4B
$267 ﹤0.01%
4
DOCS icon
648
Doximity
DOCS
$7.29B
$266 ﹤0.01%
6
ACHR icon
649
Archer Aviation
ACHR
$5.67B
$264 ﹤0.01%
+35
OTIS icon
650
Otis Worldwide
OTIS
$34.5B
$263 ﹤0.01%
3