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
176
$2.38K ﹤0.01%
13
177
$2.28K ﹤0.01%
+67
178
$2.22K ﹤0.01%
+33
179
$2.08K ﹤0.01%
31
180
$2.04K ﹤0.01%
14
181
$1.99K ﹤0.01%
36
-8
182
$1.94K ﹤0.01%
55
183
$1.93K ﹤0.01%
+28
184
$1.71K ﹤0.01%
+36
185
$1.7K ﹤0.01%
157
186
$1.61K ﹤0.01%
26
187
$1.58K ﹤0.01%
+6
188
$1.53K ﹤0.01%
3
189
$1.53K ﹤0.01%
38
190
$1.52K ﹤0.01%
62
191
$1.47K ﹤0.01%
+28
192
$1.46K ﹤0.01%
+9
193
$1.46K ﹤0.01%
5
194
$1.44K ﹤0.01%
+20
195
$1.37K ﹤0.01%
247
196
$1.19K ﹤0.01%
2
-19
197
$541 ﹤0.01%
+17
198
$515 ﹤0.01%
4
199
$439 ﹤0.01%
9
200
$428 ﹤0.01%
5
6 7
8
9 10