DF
DecisionPoint Financial Portfolio holdings
AUM
$392M
This Quarter Return
+3.24%
1 Year Return
+11.25%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(+5.2%)
Cap. Flow
+$4.15M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
86.77%
Holding
225
New
25
Increased
33
Reduced
20
Closed
28
Top Buys
Top Sells
| 1 |
Home BancShares
HOMB
|
$5.28M |
| 2 |
Apple
AAPL
|
$331K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$108K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$92.7K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$28.2K |
Sector Composition
| 1 | Financials | 13.86% |
| 2 | Technology | 2.35% |
| 3 | Industrials | 0.49% |
| 4 | Consumer Discretionary | 0.41% |
| 5 | Real Estate | 0.4% |
