DF
DecisionPoint Financial Portfolio holdings
AUM
$429M
1-Year Est. Return
9.45%
1 Year Est. Return
+9.45%
AUM
$429M
AUM Growth
+$37.3M
(+9.5%)
Holding
678
Top Buys
| 1 | +$6.91M | |
| 2 | +$4.5M | |
| 3 | +$2.41M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.88M |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
+$1.8M |
Top Sells
| 1 | +$1.06M | |
| 2 | +$922K | |
| 3 | +$378K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$371K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$357K |
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 | |
|---|---|---|---|---|---|---|
676
Vanguard Mid-Cap Value ETF
VOE
$19.6B
| – | – |
-93
|
|
||
677
Vanguard S&P 500 Growth ETF
VOOG
$21.5B
| – | – |
-142
|
|
||
|
NMAX
678
Newsmax Inc
NMAX
$1.08B
| – | – |
-600
|
|