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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
$464M
AUM Growth
+$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$1.84M
3
+$1.18M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$864K

Top Sells

1
+$1M
2
+$143K
3
+$65K
4
IAU icon
iShares Gold Trust
IAU
+$61.1K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$44.9K

Sector Composition

1 Financials 3.6%
2 Technology 1.4%
3 Consumer Discretionary 0.59%
4 Industrials 0.31%
5 Communication Services 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VSTS icon
676
Vestis
VSTS
$1.74B
$16 ﹤0.01%
2
CLOV icon
677
Clover Health Investments
CLOV
$2.49B
$6 ﹤0.01%
3
UA icon
678
Under Armour Class C
UA
$2.51B
$6 ﹤0.01%
1
ARKW icon
679
ARK Web x.0 ETF
ARKW
$1.68B
– –
-20
ATRO icon
680
Astronics
ATRO
$4.13B
– –
-15
CRS icon
681
Carpenter Technology
CRS
$27.9B
– –
-2
NNVC icon
682
NanoViricides
NNVC
$28M
– –
-50
ODFL icon
683
Old Dominion Freight Line
ODFL
$51.1B
– –
-40
RING icon
684
iShares MSCI Global Gold Miners ETF
RING
$2.49B
– –
-1
RSPF icon
685
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$279M
– –
-119
USIG icon
686
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
– –
-187
USHY icon
687
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.1B
– –
-63
WEC icon
688
WEC Energy
WEC
$37B
– –
-14
XLF icon
689
State Street Financial Select Sector SPDR ETF
XLF
$50B
– –
-55
AGD
690
abrdn Global Dynamic Dividend Fund
AGD
$318M
– –
-361
AOA icon
691
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.15B
– –
-164
AOM icon
692
iShares Core Moderate Allocation ETF
AOM
$1.76B
– –
-265
ARKG icon
693
ARK Genomic Revolution ETF
ARKG
$1.25B
– –
-30
ARKK icon
694
ARK Innovation ETF
ARKK
$6.69B
– –
-23
BLNK icon
695
Blink Charging
BLNK
$94.4M
– –
-200
BMO icon
696
Bank of Montreal
BMO
$118B
– –
-18
BTI icon
697
British American Tobacco
BTI
$135B
– –
-79
VISN
698
Vistance Networks Inc
VISN
$2.86B
– –
-12
CPNG icon
699
Coupang
CPNG
$30.2B
– –
-107
DGT icon
700
State Street SPDR Global Dow ETF
DGT
$629M
– –
-34
26 27
28
29 30