AssetMark Inc Portfolio holdings
AUM
$49B
1-Year Est. Return
17.94%
This Fund
S&P 500
1 Year Est. Return
+17.94%
AUM
$36.8B
AUM Growth
+$1.9B
(+5.4%)
Holding
2,688
Top Buys
| 1 | +$219M | |
| 2 | +$162M | |
| 3 | +$149M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$97.9M |
| 5 |
State Street SPDR S&P Dividend ETF
SDY
|
+$94.7M |
Top Sells
| 1 | +$381M | |
| 2 | +$169M | |
| 3 | +$107M | |
| 4 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$85.8M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$74.1M |
Sector Composition
| 1 | Technology | 10.12% |
| 2 | Financials | 4.65% |
| 3 | Communication Services | 4.33% |
| 4 | Consumer Discretionary | 3.29% |
| 5 | Healthcare | 3.11% |