We are live on ! Find out more
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
626
$177 ﹤0.01%
8
627
$169 ﹤0.01%
1
628
$167 ﹤0.01%
1
629
$167 ﹤0.01%
2
630
$162 ﹤0.01%
4
631
$159 ﹤0.01%
2
632
$154 ﹤0.01%
2
633
$153 ﹤0.01%
1
634
$147 ﹤0.01%
1
635
$143 ﹤0.01%
1
636
$140 ﹤0.01%
14
637
$138 ﹤0.01%
7
638
$136 ﹤0.01%
1
639
$120 ﹤0.01%
6
640
$120 ﹤0.01%
54
641
$107 ﹤0.01%
1
642
$107 ﹤0.01%
1
643
$102 ﹤0.01%
1
644
$83 ﹤0.01%
4
645
$81 ﹤0.01%
2
646
$80 ﹤0.01%
5
647
$79 ﹤0.01%
1
648
$71 ﹤0.01%
2
649
$62 ﹤0.01%
1
650
$47 ﹤0.01%
1
24 25
26
27 28