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PI

Placemark Investments Portfolio holdings

AUM $5.66B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.09B
AUM Growth
+$819M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,695
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$102M
3
+$58.7M
4
SSO icon
ProShares Ultra S&P500
SSO
+$58M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$48.2M

Top Sells

1
+$101M
2
+$91.2M
3
+$56M
4
IDU icon
iShares US Utilities ETF
IDU
+$40.2M
5
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$31.7M

Sector Composition

1 Technology 10.71%
2 Financials 10.63%
3 Healthcare 10.12%
4 Industrials 8.77%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
– –
-8,659
1677
– –
-9,606
1678
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-30,153
1679
– –
-20,264
1680
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-28,299
1681
– –
-423,073
1682
– –
-10,368
1683
– –
-167,345
1684
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-22,321
1685
– –
-9,749
1686
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-4,329
1687
– –
-12,736
1688
– –
-11,912
1689
– –
-29,246
1690
– –
-8,723
1691
– –
-8,351
1692
– –
-6,950
1693
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-8,140
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