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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
126
$13.9K ﹤0.01%
104
127
$13.8K ﹤0.01%
96
+45
128
$13.7K ﹤0.01%
41
129
$13.4K ﹤0.01%
72
-258
130
$13K ﹤0.01%
+291
131
$12K ﹤0.01%
150
-12
132
$11.9K ﹤0.01%
41
133
$11.8K ﹤0.01%
247
134
$11.5K ﹤0.01%
33
-11
135
$11.3K ﹤0.01%
128
136
$11.2K ﹤0.01%
+222
137
$11.1K ﹤0.01%
+384
138
$10.6K ﹤0.01%
94
139
$10.4K ﹤0.01%
23
140
$10.3K ﹤0.01%
+46
141
$9.88K ﹤0.01%
306
142
$9.62K ﹤0.01%
20
143
$9.46K ﹤0.01%
39
144
$9.37K ﹤0.01%
86
145
$9.34K ﹤0.01%
20
146
$9.23K ﹤0.01%
32
147
$8.85K ﹤0.01%
108
148
$8.66K ﹤0.01%
+296
149
$8.52K ﹤0.01%
107
150
$8.24K ﹤0.01%
400
4 5
6
7 8