DF
DecisionPoint Financial Portfolio holdings
AUM
$454M
1-Year Est. Return
13.59%
This Fund
S&P 500
1 Year Est. Return
+13.59%
AUM
$429M
AUM Growth
+$37.3M
(+9.5%)
Holding
678
Top Buys
| 1 | +$6.67M | |
| 2 | +$4.36M | |
| 3 | +$2.39M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.86M |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
+$1.75M |
Top Sells
| 1 | +$1.04M | |
| 2 | +$892K | |
| 3 | +$384K | |
| 4 |
Schwab 5-10 Year Corporate Bond ETF
SCHI
|
+$374K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
676
Vanguard Mid-Cap Value ETF
VOE
$21B
| – | – |
-93
|
|
||
677
Vanguard S&P 500 Growth ETF
VOOG
$21.3B
| – | – |
-142
|
|
||
|
NMAX
678
Newsmax Inc
NMAX
$908M
| – | – |
-600
|
|