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
$192M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Sector Composition

1 Financials 13.12%
2 Technology 2.36%
3 Industrials 0.61%
4 Consumer Discretionary 0.47%
5 Real Estate 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-51
202
-7
203
-111
204
-34
205
-49
206
-88
207
-21
208
-5
209
-11
210
-85
211
-141
212
-3
213
-14
214
-79
215
-20
216
-731
217
-214
218
-1,115
219
-96