We are live on ! Find out more
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
$192M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$1.91M
3
+$1.63M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.51M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.17M

Top Sells

1
+$1.6M
2
+$719K
3
+$341K
4
VB icon
Vanguard Small-Cap ETF
VB
+$297K
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$230K

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
– –
-36
202
– –
-88
203
– –
-21
204
– –
-5
205
– –
-11
206
– –
-50
207
– –
-17
208
– –
-51
209
– –
-49
210
– –
-85
211
– –
-141
212
– –
-3
213
– –
-14
214
– –
-79
215
– –
-20
216
– –
-731
217
– –
-214
218
– –
-1,115
219
– –
-96
5 6 7 8
9