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
$165M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.65%
2 Technology 2.12%
3 Industrials 0.49%
4 Real Estate 0.47%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1.77K ﹤0.01%
+627
152
$1.75K ﹤0.01%
+157
153
$1.55K ﹤0.01%
+62
154
$1.5K ﹤0.01%
+5
155
$1.4K ﹤0.01%
+10
156
$1.4K ﹤0.01%
+3
157
$1.35K ﹤0.01%
+54
158
$1.32K ﹤0.01%
+6
159
$1.25K ﹤0.01%
+38
160
$1.06K ﹤0.01%
+8
161
$962 ﹤0.01%
+3
162
$953 ﹤0.01%
+5
163
$931 ﹤0.01%
+145
164
$801 ﹤0.01%
+22
165
$627 ﹤0.01%
+55
166
$478 ﹤0.01%
+2
167
$457 ﹤0.01%
+1
168
$441 ﹤0.01%
+9
169
$426 ﹤0.01%
+5
170
$389 ﹤0.01%
+5
171
$309 ﹤0.01%
+5
172
$302 ﹤0.01%
+5
173
$299 ﹤0.01%
+5
174
$274 ﹤0.01%
+2
175
$269 ﹤0.01%
+54