PI
Placemark Investments Portfolio holdings
AUM
$5.66B
1-Year Est. Return
10.93%
This Fund
S&P 500
1 Year Est. Return
+10.93%
AUM
$5.41B
AUM Growth
-$174M
(-3.1%)
Holding
1,728
Top Buys
| 1 | +$31.1M | |
| 2 | +$25.4M | |
| 3 | +$24.3M | |
| 4 |
First Trust Consumer Discretionary AlphaDEX Fund
FXD
|
+$12.4M |
| 5 |
Vanguard Total Bond Market
BND
|
+$7.09M |
Top Sells
| 1 | +$71.3M | |
| 2 | +$33.5M | |
| 3 | +$30.7M | |
| 4 |
ProShares Ultra 7-10 Year Treasury
UST
|
+$29M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$26.9M |
Sector Composition
| 1 | Healthcare | 10.78% |
| 2 | Financials | 10.58% |
| 3 | Technology | 10.52% |
| 4 | Industrials | 8.17% |
| 5 | Energy | 6.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1726
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.94B
| – | – |
-5,175
|
|