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
$251M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$3.57M
3
+$1.54M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.45M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.44M

Top Sells

1
+$2.11M
2
+$128K
3
+$97.9K
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$96K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$74.3K

Sector Composition

1 Financials 8.87%
2 Technology 2.3%
3 Consumer Discretionary 0.87%
4 Industrials 0.46%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.22K ﹤0.01%
68
202
$4.2K ﹤0.01%
20
203
$4.11K ﹤0.01%
+100
204
$3.79K ﹤0.01%
26
205
$3.72K ﹤0.01%
136
206
$3.69K ﹤0.01%
372
207
$3.68K ﹤0.01%
4
208
$3.58K ﹤0.01%
+100
209
$3.58K ﹤0.01%
14
210
$3.27K ﹤0.01%
145
211
$2.97K ﹤0.01%
+125
212
$2.95K ﹤0.01%
+100
213
$2.95K ﹤0.01%
13
214
$2.9K ﹤0.01%
12
215
$2.88K ﹤0.01%
133
216
$2.85K ﹤0.01%
+100
217
$2.63K ﹤0.01%
160
218
$2.56K ﹤0.01%
1,208
+21
219
$2.56K ﹤0.01%
+100
220
$2.51K ﹤0.01%
15
221
$2.49K ﹤0.01%
52
222
$2.46K ﹤0.01%
33
223
$2.45K ﹤0.01%
10
224
$2.42K ﹤0.01%
+100
225
$2.41K ﹤0.01%
126
7 8
9
10 11