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
$173M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$991K
3
+$949K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$902K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$788K

Top Sells

1
+$5.28M
2
+$331K
3
+$108K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$92.7K
5
VB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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