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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
101
$27.7K 0.01%
180
102
$27.5K 0.01%
420
103
$26.3K 0.01%
200
104
$26.1K 0.01%
102
105
$25.5K 0.01%
214
106
$24.4K 0.01%
202
107
$23.5K 0.01%
486
108
$23.2K 0.01%
28
109
$22.2K 0.01%
229
110
$22K 0.01%
169
111
$21.8K 0.01%
180
+170
112
$20.3K ﹤0.01%
139
113
$20.2K ﹤0.01%
713
114
$18.1K ﹤0.01%
+398
115
$18.1K ﹤0.01%
97
+61
116
$17.1K ﹤0.01%
135
117
$17.1K ﹤0.01%
102
118
$17K ﹤0.01%
51
119
$16.8K ﹤0.01%
81
120
$16.5K ﹤0.01%
+243
121
$16.1K ﹤0.01%
89
122
$15.9K ﹤0.01%
935
123
$14.9K ﹤0.01%
237
124
$14.2K ﹤0.01%
152
125
$14K ﹤0.01%
21
+3
3 4
5
6 7