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
76
$59.2K 0.02%
836
77
$58.1K 0.02%
350
+50
78
$53.5K 0.02%
750
79
$52.7K 0.02%
300
80
$51.7K 0.02%
800
81
$51.1K 0.02%
5,647
82
$47.9K 0.02%
1,775
+940
83
$47.3K 0.02%
394
84
$47K 0.02%
664
85
$46.5K 0.02%
500
86
$45.6K 0.02%
408
+79
87
$45.3K 0.02%
310
88
$43.1K 0.02%
988
89
$41.5K 0.02%
156
+13
90
$41.3K 0.02%
208
91
$38.8K 0.02%
810
92
$37.8K 0.02%
1,035
93
$37.7K 0.02%
181
+21
94
$36.3K 0.01%
225
95
$34.1K 0.01%
+200
96
$31.1K 0.01%
612
97
$29.8K 0.01%
+6,781
98
$29.8K 0.01%
243
99
$28.7K 0.01%
+2,200
100
$28.7K 0.01%
325
2 3
4
5 6