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
126
$11.4K ﹤0.01%
+24
127
$11.3K ﹤0.01%
480
128
$11.3K ﹤0.01%
237
129
$11.2K ﹤0.01%
+415
130
$11.1K ﹤0.01%
126
131
$10.8K ﹤0.01%
48
132
$10.7K ﹤0.01%
80
-1
133
$9.84K ﹤0.01%
110
134
$9.46K ﹤0.01%
187
+21
135
$9.2K ﹤0.01%
23
136
$8.84K ﹤0.01%
306
137
$8.49K ﹤0.01%
200
138
$8.19K ﹤0.01%
20
139
$8.16K ﹤0.01%
14
-3
140
$7.39K ﹤0.01%
25
141
$7.15K ﹤0.01%
23
142
$6.98K ﹤0.01%
17
+8
143
$6.96K ﹤0.01%
51
144
$6.88K ﹤0.01%
46
145
$6.83K ﹤0.01%
66
+30
146
$6.74K ﹤0.01%
133
147
$6.61K ﹤0.01%
108
148
$5.35K ﹤0.01%
76
149
$4.91K ﹤0.01%
1,348
150
$4.89K ﹤0.01%
68
4 5
6
7 8