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
101
$23.9K 0.01%
92
+7
102
$23.3K 0.01%
420
103
$21.5K 0.01%
+835
104
$21.4K 0.01%
74
105
$21.1K 0.01%
229
106
$20.6K 0.01%
350
107
$20K 0.01%
228
108
$19.9K 0.01%
+265
109
$19.6K 0.01%
144
110
$18.5K 0.01%
220
111
$18.2K 0.01%
935
+120
112
$18.1K 0.01%
101
113
$18K 0.01%
268
114
$16.7K 0.01%
355
-36
115
$15.6K 0.01%
169
116
$15.2K 0.01%
89
-31
117
$14.1K 0.01%
+81
118
$13.8K 0.01%
516
119
$13.7K 0.01%
76
120
$12.9K 0.01%
148
121
$12.6K 0.01%
220
122
$12.6K 0.01%
208
-78
123
$12K 0.01%
335
124
$11.9K 0.01%
+410
125
$11.9K 0.01%
39
3 4
5
6 7