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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
76
$51.8K 0.01%
1,617
+827
77
$49.6K 0.01%
108
78
$49.3K 0.01%
502
79
$49.2K 0.01%
397
80
$48.4K 0.01%
313
+4
81
$48.2K 0.01%
71
-34
82
$47.6K 0.01%
642
83
$42.9K 0.01%
2,000
84
$42.4K 0.01%
836
85
$42.2K 0.01%
1,416
+6
86
$41.4K 0.01%
168
87
$41.4K 0.01%
525
88
$39.7K 0.01%
1,207
89
$37.4K 0.01%
1,912
90
$35.3K 0.01%
412
-750
91
$35.1K 0.01%
612
92
$34.5K 0.01%
144
93
$33.8K 0.01%
107
94
$32.1K 0.01%
265
95
$31.9K 0.01%
1,041
+5
96
$30.9K 0.01%
202
97
$30.9K 0.01%
167
-10
98
$30.8K 0.01%
988
99
$29.1K 0.01%
712
100
$28.1K 0.01%
333
2 3
4
5 6