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
$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
$2.71B
$307 ﹤0.01%
8
OBK icon
627
Origin Bancorp
OBK
$1.43B
$301 ﹤0.01%
8
SKT icon
628
Tanger
SKT
$4.11B
$301 ﹤0.01%
9
AFRM icon
629
Affirm
AFRM
$22.6B
$298 ﹤0.01%
4
ADSK icon
630
Autodesk
ADSK
$49.4B
$297 ﹤0.01%
1
SYNA icon
631
Synaptics
SYNA
$5.01B
$297 ﹤0.01%
4
CCC
632
CCC Intelligent Solutions
CCC
$2.49B
$295 ﹤0.01%
37
RS icon
633
Reliance Steel & Aluminium
RS
$18.8B
$289 ﹤0.01%
1
VMC icon
634
Vulcan Materials
VMC
$35.7B
$286 ﹤0.01%
1
LQDA icon
635
Liquidia Corp
LQDA
$5.27B
$276 ﹤0.01%
8
AVTR icon
636
Avantor
AVTR
$5.42B
$276 ﹤0.01%
24
AR icon
637
Antero Resources
AR
$11.5B
$276 ﹤0.01%
8
KLIC icon
638
Kulicke & Soffa
KLIC
$5.45B
$274 ﹤0.01%
6
XYL icon
639
Xylem
XYL
$26B
$273 ﹤0.01%
2
GNRC icon
640
Generac Holdings
GNRC
$16.3B
$273 ﹤0.01%
2
CDW icon
641
CDW
CDW
$13.1B
$273 ﹤0.01%
2
XPO icon
642
XPO
XPO
$24.1B
$272 ﹤0.01%
2
ALLY icon
643
Ally Financial
ALLY
$13B
$272 ﹤0.01%
6
ABNB icon
644
Airbnb
ABNB
$79.3B
$272 ﹤0.01%
2
CSGP icon
645
CoStar Group
CSGP
$13B
$269 ﹤0.01%
4
ACN icon
646
Accenture
ACN
$101B
$269 ﹤0.01%
1
LNTH icon
647
Lantheus
LNTH
$6.29B
$267 ﹤0.01%
4
DOCS icon
648
Doximity
DOCS
$3.33B
$266 ﹤0.01%
6
ACHR icon
649
Archer Aviation
ACHR
$4.87B
$264 ﹤0.01%
+35
OTIS icon
650
Otis Worldwide
OTIS
$28B
$263 ﹤0.01%
3