DF

DecisionPoint Financial Portfolio holdings

AUM $454M
1-Year Est. Return 13.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1 +$6.15M
2 +$6.06M
3 +$2.48M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.64M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.57M

Top Sells

1 +$1.8M
2 +$639K
3 +$401K
4
AMZN icon
Amazon
AMZN
+$232K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$170K

Sector Composition

1 Financials 5.31%
2 Technology 2.04%
3 Consumer Discretionary 0.67%
4 Industrials 0.37%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$32.8K 0.01%
560
102
$32.5K 0.01%
108
+21
103
$31.6K 0.01%
333
+8
104
$30.6K 0.01%
1,036
+11
105
$30.4K 0.01%
202
+2
106
$30.1K 0.01%
187
-143
107
$28.9K 0.01%
200
108
$28.9K 0.01%
265
109
$27.4K 0.01%
1,000
110
$27.4K 0.01%
910
111
$26.6K 0.01%
180
112
$26.4K 0.01%
420
113
$24.2K 0.01%
102
114
$24.1K 0.01%
229
115
$23.9K 0.01%
790
+380
116
$23.7K 0.01%
214
117
$23.3K 0.01%
486
118
$23.1K 0.01%
177
+22
119
$22K 0.01%
202
120
$21.8K 0.01%
28
+7
121
$21.7K 0.01%
169
122
$20.2K 0.01%
+713
123
$19.1K ﹤0.01%
+138
124
$18.8K ﹤0.01%
139
-269
125
$18.7K ﹤0.01%
89