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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
51
$162K 0.04%
407
52
$161K 0.04%
5,858
53
$146K 0.03%
2,558
54
$141K 0.03%
5,037
55
$136K 0.03%
553
56
$134K 0.03%
1,820
-24
57
$120K 0.03%
5,841
58
$110K 0.03%
6,781
59
$106K 0.02%
465
60
$106K 0.02%
2,952
+754
61
$103K 0.02%
136
62
$97K 0.02%
1,016
63
$91.7K 0.02%
613
-157
64
$85.5K 0.02%
407
+370
65
$85.4K 0.02%
397
66
$80.3K 0.02%
30,887
67
$78K 0.02%
1,134
68
$74.5K 0.02%
1,610
+575
69
$74.4K 0.02%
+1,487
70
$63.7K 0.01%
915
71
$58K 0.01%
616
-828
72
$57.7K 0.01%
800
73
$56K 0.01%
1,744
+834
74
$53.2K 0.01%
5,647
75
$52.8K 0.01%
+727
1 2
3
4 5