DF

DecisionPoint Financial Portfolio holdings

AUM $454M
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
-$648K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.76M
3
+$1.66M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$661K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$659K

Top Sells

1
+$1.98M
2
+$303K
3
+$81.6K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$69.1K
5
TSLA icon
Tesla
TSLA
+$62.2K

Sector Composition

1 Financials 11.16%
2 Technology 2.24%
3 Industrials 0.54%
4 Consumer Discretionary 0.4%
5 Real Estate 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.91K ﹤0.01%
+34
202
$1.89K ﹤0.01%
+46
203
$1.83K ﹤0.01%
62
204
$1.78K ﹤0.01%
+55
205
$1.75K ﹤0.01%
54
206
$1.73K ﹤0.01%
115
-179
207
$1.72K ﹤0.01%
+11
208
$1.65K ﹤0.01%
+33
209
$1.62K ﹤0.01%
5
210
$1.62K ﹤0.01%
55
211
$1.55K ﹤0.01%
157
212
$1.54K ﹤0.01%
3
213
$1.52K ﹤0.01%
+146
214
$1.51K ﹤0.01%
40
-200
215
$1.47K ﹤0.01%
26
216
$1.41K ﹤0.01%
+16
217
$1.41K ﹤0.01%
38
218
$1.41K ﹤0.01%
+18
219
$1.4K ﹤0.01%
+63
220
$1.38K ﹤0.01%
6
221
$1.22K ﹤0.01%
62
222
$1.16K ﹤0.01%
3
223
$1.08K ﹤0.01%
+247
224
$1.04K ﹤0.01%
+31
225
$980 ﹤0.01%
4
6 7 8
9
10