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
$327M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1 +$4.81M
2 +$4.61M
3 +$1.78M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.44M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.21M

Top Sells

1 +$752K
2 +$538K
3 +$78K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$68.9K
5
CVS icon
CVS Health
CVS
+$62.9K

Sector Composition

1 Financials 6.88%
2 Technology 2.46%
3 Consumer Discretionary 0.9%
4 Industrials 0.37%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$29.9K 0.01%
564
102
$29.9K 0.01%
+2,022
103
$29.7K 0.01%
325
104
$28.6K 0.01%
505
105
$28K 0.01%
200
106
$26.9K 0.01%
265
107
$26.8K 0.01%
200
108
$26.8K 0.01%
1,000
109
$26.3K 0.01%
+466
110
$26.2K 0.01%
420
111
$25.9K 0.01%
225
112
$25.8K 0.01%
1,022
+5
113
$25.5K 0.01%
220
114
$25.1K 0.01%
74
115
$24.3K 0.01%
92
116
$23.9K 0.01%
910
117
$23.3K 0.01%
+394
118
$23.1K 0.01%
256
119
$23.1K 0.01%
100
120
$22.8K 0.01%
486
121
$22.7K 0.01%
101
122
$21.8K 0.01%
350
123
$21.1K 0.01%
102
124
$20K 0.01%
169
125
$19.4K 0.01%
268