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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
$429M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$4.36M
3
+$2.39M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.86M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.75M

Top Sells

1
+$1.04M
2
+$892K
3
+$384K
4
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$374K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$337K

Sector Composition

1 Financials 4.6%
2 Technology 1.8%
3 Consumer Discretionary 0.6%
4 Industrials 0.29%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.27K ﹤0.01%
126
202
$3.24K ﹤0.01%
9
203
$3.23K ﹤0.01%
114
204
$3.2K ﹤0.01%
+60
205
$3.11K ﹤0.01%
+96
206
$3.09K ﹤0.01%
+29
207
$2.99K ﹤0.01%
10
208
$2.96K ﹤0.01%
60
+28
209
$2.93K ﹤0.01%
+56
210
$2.92K ﹤0.01%
16
211
$2.88K ﹤0.01%
48
+24
212
$2.88K ﹤0.01%
67
213
$2.8K ﹤0.01%
25
214
$2.79K ﹤0.01%
17
-10
215
$2.77K ﹤0.01%
+39
216
$2.73K ﹤0.01%
15
217
$2.69K ﹤0.01%
17
218
$2.68K ﹤0.01%
+54
219
$2.6K ﹤0.01%
17
-170
220
$2.57K ﹤0.01%
+22
221
$2.51K ﹤0.01%
68
222
$2.5K ﹤0.01%
+225
223
$2.43K ﹤0.01%
100
224
$2.42K ﹤0.01%
+14
225
$2.41K ﹤0.01%
43
7 8
9
10 11