DF

DecisionPoint Financial Portfolio holdings

AUM $392M
1-Year Est. Return 11.25%
This Quarter Est. Return
1 Year Est. Return
+11.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.65%
2 Technology 2.12%
3 Industrials 0.49%
4 Real Estate 0.47%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$29K 0.02%
+1,000
77
$27.9K 0.02%
+329
78
$26K 0.02%
+750
79
$25.7K 0.02%
+1,760
80
$23.9K 0.01%
+286
81
$23.9K 0.01%
+243
82
$22.3K 0.01%
+350
83
$22.2K 0.01%
+220
84
$21.8K 0.01%
+355
85
$21.5K 0.01%
+964
86
$21.5K 0.01%
+260
87
$21.1K 0.01%
+85
88
$20.3K 0.01%
+420
89
$20.1K 0.01%
+750
90
$18.9K 0.01%
+146
91
$16.9K 0.01%
+74
92
$14.9K 0.01%
+110
93
$13.1K 0.01%
+815
94
$12.8K 0.01%
+516
95
$10.3K 0.01%
+306
96
$10K 0.01%
+34
97
$9.9K 0.01%
+133
98
$9.86K 0.01%
+23
99
$9.13K 0.01%
+81
100
$9.07K 0.01%
+220