DF

DecisionPoint Financial Portfolio holdings

AUM $429M
1-Year Est. Return 9.45%
This Quarter Est. Return
1 Year Est. Return
+9.45%
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
126
$18.4K 0.01%
+1,100
127
$17.9K 0.01%
355
128
$17.8K 0.01%
101
129
$17.6K 0.01%
935
130
$17K 0.01%
532
131
$16.7K 0.01%
169
132
$16.6K 0.01%
+100
133
$16.3K 0.01%
+400
134
$15.8K 0.01%
228
135
$15.8K 0.01%
89
136
$15.7K 0.01%
+400
137
$15.7K 0.01%
+1,698
138
$15.3K 0.01%
+200
139
$14.9K 0.01%
+430
140
$14.7K 0.01%
+300
141
$14.6K 0.01%
+500
142
$14.6K 0.01%
81
143
$14.1K 0.01%
+100
144
$13.9K 0.01%
76
145
$13.7K 0.01%
208
146
$13.6K 0.01%
126
147
$13.3K 0.01%
220
148
$13.2K 0.01%
+138
149
$13.1K 0.01%
+700
150
$12.8K 0.01%
+174
4 5
6
7 8