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
$233M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$3.74M
3
+$1.9M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.63M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.56M

Top Sells

1
+$1.01M
2
+$197K
3
+$154K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$54.7K
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$47.7K

Sector Composition

1 Financials 10.64%
2 Technology 2.35%
3 Consumer Discretionary 0.83%
4 Industrials 0.44%
5 Real Estate 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$47.2K 0.02%
988
77
$46.9K 0.02%
394
-30
78
$45.5K 0.02%
500
79
$44.7K 0.02%
300
-4
80
$41.7K 0.02%
208
81
$40.9K 0.02%
810
-75
82
$36.5K 0.02%
147
+21
83
$36.2K 0.02%
143
84
$35.6K 0.02%
1,035
+300
85
$34.6K 0.01%
329
86
$33.1K 0.01%
535
87
$33K 0.01%
225
88
$32.7K 0.01%
560
89
$32.5K 0.01%
564
90
$31.2K 0.01%
325
91
$30K 0.01%
57
92
$29.8K 0.01%
612
-10
93
$27.7K 0.01%
243
94
$27.6K 0.01%
1,000
95
$27.5K 0.01%
4,848
96
$26.7K 0.01%
750
97
$26.7K 0.01%
532
-3,915
98
$26.1K 0.01%
200
99
$25.5K 0.01%
160
100
$24.4K 0.01%
225
+168
2 3
4
5 6