PIS

POM Investment Strategies Portfolio holdings

AUM $140M
1-Year Est. Return 15.72%
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.3M
3
+$6.21M
4
BILZ icon
PIMCO Ultra Short Government Active ETF
BILZ
+$626K
5
JULW icon
AllianzIM US Large Cap Buffer20 Jul ETF
JULW
+$419K

Top Sells

1
+$6.53M
2
+$6.19M
3
+$6.07M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.43M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$890K

Sector Composition

1 Technology 3.96%
2 Consumer Discretionary 1.16%
3 Healthcare 1%
4 Financials 0.83%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.78K ﹤0.01%
117
+57
227
$4.78K ﹤0.01%
+72
228
$4.73K ﹤0.01%
+86
229
$4.59K ﹤0.01%
342
230
$4.51K ﹤0.01%
+25
231
$4.47K ﹤0.01%
+58
232
$4.4K ﹤0.01%
15
233
$4.33K ﹤0.01%
+37
234
$4.31K ﹤0.01%
+105
235
$4.24K ﹤0.01%
104
-648
236
$4.2K ﹤0.01%
220
237
$4.17K ﹤0.01%
+72
238
$4.02K ﹤0.01%
113
239
$3.83K ﹤0.01%
36
240
$3.76K ﹤0.01%
71
+1
241
$3.75K ﹤0.01%
8
242
$3.52K ﹤0.01%
+47
243
$3.52K ﹤0.01%
32
244
$3.38K ﹤0.01%
180
245
$3.3K ﹤0.01%
+53
246
$3.25K ﹤0.01%
56
247
$3.24K ﹤0.01%
100
248
$3.1K ﹤0.01%
118
249
$3.05K ﹤0.01%
8
250
$3.04K ﹤0.01%
55
8 9
10
11 12