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
151
$12.5K 0.01%
+21
152
$12.5K 0.01%
516
153
$12.2K ﹤0.01%
237
154
$12.2K ﹤0.01%
24
155
$12.2K ﹤0.01%
335
156
$12K ﹤0.01%
415
157
$11.9K ﹤0.01%
148
158
$11.8K ﹤0.01%
410
159
$11.2K ﹤0.01%
480
160
$10.3K ﹤0.01%
14
161
$10.1K ﹤0.01%
110
162
$10.1K ﹤0.01%
39
163
$9.69K ﹤0.01%
187
164
$9.26K ﹤0.01%
128
+52
165
$9.05K ﹤0.01%
23
166
$8.59K ﹤0.01%
25
167
$8.48K ﹤0.01%
+600
168
$8.37K ﹤0.01%
66
169
$8.33K ﹤0.01%
308
+2
170
$8.32K ﹤0.01%
80
171
$8.2K ﹤0.01%
+121
172
$7.94K ﹤0.01%
+200
173
$7.93K ﹤0.01%
200
174
$7.71K ﹤0.01%
+200
175
$7.71K ﹤0.01%
23
5 6
7
8 9