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
$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
101
$28.6K 0.01%
4,848
102
$28.4K 0.01%
200
103
$28.2K 0.01%
57
104
$28K 0.01%
535
105
$27.7K 0.01%
103
+55
106
$26.4K 0.01%
564
107
$26.2K 0.01%
+1,002
108
$26.2K 0.01%
92
109
$26K 0.01%
1,000
110
$25.8K 0.01%
+200
111
$25.2K 0.01%
+219
112
$24.7K 0.01%
147
113
$24.3K 0.01%
420
114
$23.8K 0.01%
225
115
$22.6K 0.01%
505
-652
116
$22.3K 0.01%
220
117
$21.9K 0.01%
265
118
$21.7K 0.01%
+500
119
$21.6K 0.01%
350
120
$21K 0.01%
+200
121
$20.7K 0.01%
+1,300
122
$20.5K 0.01%
144
123
$20K 0.01%
74
124
$18.7K 0.01%
268
125
$18.5K 0.01%
229
3 4
5
6 7