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
$392M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$5.61M
3
+$2.36M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.52M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.46M

Top Sells

1
+$1.71M
2
+$621K
3
+$395K
4
AMZN icon
Amazon
AMZN
+$208K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$159K

Sector Composition

1 Financials 5.31%
2 Technology 2.04%
3 Consumer Discretionary 0.67%
4 Industrials 0.37%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-2
652
– –
-200
653
– –
-466
654
– –
-2,750
655
– –
-355
656
– –
-144
657
– –
-1,728
658
– –
-20
659
– –
-100
660
– –
-1,000
661
– –
-100
662
– –
-394
663
– –
-170
664
– –
-532
665
– –
-564
666
– –
-328
667
– –
-100
668
– –
-70
669
– –
-31
670
– –
-372
671
– –
-100
672
– –
-30
673
– –
-15
674
– –
-8
675
– –
-127
24 25 26
27
28