DF

DecisionPoint Financial Portfolio holdings

AUM $454M
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
-$648K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.76M
3
+$1.66M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$661K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$659K

Top Sells

1
+$1.98M
2
+$303K
3
+$81.6K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$69.1K
5
TSLA icon
Tesla
TSLA
+$62.2K

Sector Composition

1 Financials 11.16%
2 Technology 2.24%
3 Industrials 0.54%
4 Consumer Discretionary 0.4%
5 Real Estate 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$40.9K 0.02%
750
77
$37.9K 0.02%
143
-25
78
$36.8K 0.02%
208
79
$34K 0.02%
+851
80
$32.8K 0.02%
225
81
$32.3K 0.02%
560
82
$31.5K 0.02%
126
-242
83
$31K 0.02%
329
84
$30.4K 0.02%
535
-614
85
$29.7K 0.02%
325
86
$28.7K 0.02%
57
87
$28.3K 0.01%
564
-91
88
$27.2K 0.01%
+622
89
$26.7K 0.01%
750
90
$26.3K 0.01%
4,848
91
$25K 0.01%
200
92
$24.6K 0.01%
243
93
$24K 0.01%
+735
94
$22.3K 0.01%
160
-106
95
$21.2K 0.01%
1,000
96
$20.9K 0.01%
420
97
$20.3K 0.01%
229
-11
98
$19.6K 0.01%
350
99
$19.1K 0.01%
120
100
$18.9K 0.01%
74
2 3
4
5 6