DF

DecisionPoint Financial Portfolio holdings

AUM $429M
1-Year Est. Return 9.45%
This Quarter Est. Return
1 Year Est. Return
+9.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$3.57M
3
+$1.54M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.45M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.44M

Top Sells

1
+$2.11M
2
+$128K
3
+$97.9K
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$96K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$74.3K

Sector Composition

1 Financials 8.87%
2 Technology 2.3%
3 Consumer Discretionary 0.87%
4 Industrials 0.46%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$99.3K 0.04%
750
52
$97.6K 0.04%
406
53
$93.8K 0.04%
1,500
54
$91.2K 0.04%
525
-120
55
$90.2K 0.04%
465
56
$89.8K 0.04%
593
+55
57
$89.2K 0.04%
177
58
$87.8K 0.03%
5,841
59
$86.8K 0.03%
1,000
60
$81.4K 0.03%
2,034
61
$78.6K 0.03%
+1,367
62
$74.7K 0.03%
135
63
$74.7K 0.03%
1,597
64
$73.3K 0.03%
625
65
$72.7K 0.03%
1,260
+700
66
$70.4K 0.03%
2,771
67
$68.2K 0.03%
1,203
+251
68
$68.1K 0.03%
1,000
69
$67.2K 0.03%
1,000
70
$64.4K 0.03%
+409
71
$63.7K 0.03%
100
72
$61K 0.02%
2,215
73
$60.9K 0.02%
1,150
+400
74
$60.2K 0.02%
640
75
$59.6K 0.02%
+800
1 2
3
4 5