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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
176
$4.6K ﹤0.01%
160
177
$4.59K ﹤0.01%
8
178
$4.46K ﹤0.01%
58
179
$4.45K ﹤0.01%
150
180
$4.38K ﹤0.01%
10
181
$4.37K ﹤0.01%
12
182
$4.37K ﹤0.01%
14
183
$4.2K ﹤0.01%
30
-108
184
$4.18K ﹤0.01%
52
185
$4.13K ﹤0.01%
308
186
$4.01K ﹤0.01%
4
187
$3.98K ﹤0.01%
39
188
$3.94K ﹤0.01%
+43
189
$3.91K ﹤0.01%
66
190
$3.9K ﹤0.01%
27
191
$3.89K ﹤0.01%
+102
192
$3.86K ﹤0.01%
24
193
$3.72K ﹤0.01%
7
194
$3.67K ﹤0.01%
4
195
$3.64K ﹤0.01%
9
196
$3.63K ﹤0.01%
125
197
$3.61K ﹤0.01%
12
198
$3.48K ﹤0.01%
16
199
$3.29K ﹤0.01%
+25
200
$3.28K ﹤0.01%
11
6 7
8
9 10