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
151
$4.88K ﹤0.01%
54
+5
152
$4.81K ﹤0.01%
25
153
$4.41K ﹤0.01%
+85
154
$4.38K ﹤0.01%
9
+5
155
$4.2K ﹤0.01%
+136
156
$4.1K ﹤0.01%
308
+295
157
$3.91K ﹤0.01%
15
+10
158
$3.83K ﹤0.01%
26
-34
159
$3.58K ﹤0.01%
20
160
$3.51K ﹤0.01%
14
161
$3.42K ﹤0.01%
+33
162
$3.36K ﹤0.01%
126
163
$3.33K ﹤0.01%
32
164
$3.24K ﹤0.01%
1,187
165
$3.2K ﹤0.01%
+372
166
$3.03K ﹤0.01%
160
167
$3.03K ﹤0.01%
4
168
$2.73K ﹤0.01%
30
+12
169
$2.72K ﹤0.01%
+36
170
$2.68K ﹤0.01%
12
171
$2.63K ﹤0.01%
54
172
$2.52K ﹤0.01%
+52
173
$2.49K ﹤0.01%
145
174
$2.42K ﹤0.01%
10
175
$2.39K ﹤0.01%
+143
5 6
7
8 9