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
176
$7.54K ﹤0.01%
17
177
$7.5K ﹤0.01%
+265
178
$7.33K ﹤0.01%
+100
179
$7.29K ﹤0.01%
+700
180
$7.29K ﹤0.01%
+900
181
$7.26K ﹤0.01%
46
182
$7.2K ﹤0.01%
+200
183
$7.14K ﹤0.01%
51
184
$7.1K ﹤0.01%
108
185
$6.8K ﹤0.01%
+800
186
$6.45K ﹤0.01%
557
+400
187
$6.32K ﹤0.01%
+300
188
$6.2K ﹤0.01%
55
+1
189
$5.81K ﹤0.01%
+200
190
$5.7K ﹤0.01%
1,348
191
$5.52K ﹤0.01%
+50
192
$5.17K ﹤0.01%
+600
193
$5K ﹤0.01%
25
194
$4.98K ﹤0.01%
+50
195
$4.77K ﹤0.01%
+1,617
196
$4.76K ﹤0.01%
+295
197
$4.74K ﹤0.01%
11
-9
198
$4.68K ﹤0.01%
+50
199
$4.43K ﹤0.01%
32
200
$4.4K ﹤0.01%
308
6 7
8
9 10