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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
151
$8.22K ﹤0.01%
33
152
$7.82K ﹤0.01%
32
153
$7.49K ﹤0.01%
295
154
$7.25K ﹤0.01%
1,348
155
$7.12K ﹤0.01%
34
156
$6.98K ﹤0.01%
1,000
157
$6.94K ﹤0.01%
52
158
$6.62K ﹤0.01%
19
159
$6.38K ﹤0.01%
29
160
$6.33K ﹤0.01%
66
161
$6.23K ﹤0.01%
67
162
$6.07K ﹤0.01%
1,000
163
$5.86K ﹤0.01%
50
164
$5.76K ﹤0.01%
25
-2
165
$5.74K ﹤0.01%
133
-67
166
$5.53K ﹤0.01%
68
167
$5.36K ﹤0.01%
7
168
$5.35K ﹤0.01%
25
169
$5.32K ﹤0.01%
25
170
$5.18K ﹤0.01%
15
171
$5.11K ﹤0.01%
46
172
$4.87K ﹤0.01%
14
173
$4.83K ﹤0.01%
100
174
$4.7K ﹤0.01%
+69
175
$4.63K ﹤0.01%
+45
5 6
7
8 9