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
126
$19.1K 0.01%
355
127
$18.9K 0.01%
229
128
$18.6K 0.01%
+213
129
$18.5K 0.01%
220
130
$16.9K 0.01%
148
131
$16.7K 0.01%
89
132
$16.4K 0.01%
935
133
$16.3K 0.01%
400
134
$15.9K ﹤0.01%
700
-400
135
$15.5K ﹤0.01%
81
136
$15K ﹤0.01%
220
137
$14.7K ﹤0.01%
51
138
$14.6K ﹤0.01%
900
139
$14.4K ﹤0.01%
400
140
$14.3K ﹤0.01%
470
141
$14.2K ﹤0.01%
24
142
$13.9K ﹤0.01%
516
143
$13.9K ﹤0.01%
126
144
$12.6K ﹤0.01%
410
145
$12.5K ﹤0.01%
335
146
$12.5K ﹤0.01%
415
147
$12.4K ﹤0.01%
480
148
$12.4K ﹤0.01%
16
149
$12.3K ﹤0.01%
100
150
$11.9K ﹤0.01%
111