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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
651
$45 ﹤0.01%
1
652
$26 ﹤0.01%
315
653
$24 ﹤0.01%
1
654
$10 ﹤0.01%
2
655
$8 ﹤0.01%
3
656
$5 ﹤0.01%
1
657
– –
-122
658
– –
-40
659
– –
-1,366
660
– –
-1
661
– –
-2
662
– –
-2
663
– –
-137
664
– –
-1,500
665
– –
-1,000
666
– –
-4
667
– –
-20
668
– –
-38
669
– –
-16
670
– –
-1,000
671
– –
-1,500
672
– –
-1,000
673
– –
-40
674
– –
-2
675
– –
-5
24 25 26
27
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