PI

Placemark Investments Portfolio holdings

AUM $5.66B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.23B
AUM Growth
-$862M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,729
New
Increased
Reduced
Closed

Top Buys

1 +$148M
2 +$79M
3 +$41.6M
4
SSO icon
ProShares Ultra S&P500
SSO
+$17.3M
5
BND icon
Vanguard Total Bond Market
BND
+$14.8M

Sector Composition

1 Financials 10.37%
2 Healthcare 9.98%
3 Technology 9.75%
4 Industrials 8.42%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$11M 0.21%
134,409
+54
102
$11M 0.21%
653,380
-6,080
103
$10.8M 0.21%
170,305
+3,724
104
$10.8M 0.21%
102,538
+19,326
105
$10.7M 0.2%
146,147
-10,183
106
$10.7M 0.2%
210,420
+34,267
107
$10.7M 0.2%
99,992
-34,198
108
$10.6M 0.2%
179,417
-62,875
109
$10.5M 0.2%
345,818
-424,986
110
$10.5M 0.2%
98,736
-23,315
111
$10.5M 0.2%
338,189
+39,441
112
$10.4M 0.2%
83,924
-16,739
113
$10.2M 0.2%
277,404
-405,458
114
$10.1M 0.19%
150,555
-50,678
115
$9.98M 0.19%
258,170
-75,584
116
$9.97M 0.19%
117,238
-9,127
117
$9.96M 0.19%
254,601
+230,012
118
$9.88M 0.19%
181,218
+35,992
119
$9.78M 0.19%
92,521
-20,999
120
$9.74M 0.19%
94,517
+7,129
121
$9.71M 0.19%
98,354
+4,069
122
$9.7M 0.19%
89,883
+937
123
$9.65M 0.18%
202,985
+29,607
124
$9.64M 0.18%
161,743
+18,087
125
$9.63M 0.18%
58,742
-2,348