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Instuitional Investor - Watermark Asset Management, Inc.

Fund Profile
Filing Period:
Fund Name: Watermark Asset Management, Inc.
Portfolio Value $241,830,000
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. IEF 162,501 $47,569 19.67%
2. IEF 336,284 $35,485 14.67%
Vanguard Ftse Developed Markets Etf
475,244 $20,564 8.5%
4. IEF 75,760 $15,250 6.3%
5. FNDF 193,785 $13,641 5.64%