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
$128M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$11.2M
3
+$647K
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$164K
5
QBER
TrueShares Quarterly Bear Hedge ETF
QBER
+$158K

Top Sells

1
+$6.3M
2
+$4.57M
3
+$3.61M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.99M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.85M

Sector Composition

1 Technology 3.51%
2 Consumer Discretionary 1.26%
3 Healthcare 0.91%
4 Industrials 0.68%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.17K ﹤0.01%
19
-109
227
$2.1K ﹤0.01%
27
-124
228
$2.08K ﹤0.01%
4
229
$1.96K ﹤0.01%
5
-108
230
$1.95K ﹤0.01%
30
231
$1.94K ﹤0.01%
16
232
$1.85K ﹤0.01%
100
233
$1.8K ﹤0.01%
+174
234
$1.76K ﹤0.01%
8
235
$1.75K ﹤0.01%
24
236
$1.71K ﹤0.01%
9
237
$1.65K ﹤0.01%
8
238
$1.63K ﹤0.01%
10
239
$1.62K ﹤0.01%
+595
240
$1.62K ﹤0.01%
40
241
$1.61K ﹤0.01%
26
-251
242
$1.56K ﹤0.01%
100
243
$1.54K ﹤0.01%
13
-51
244
$1.49K ﹤0.01%
100
245
$1.48K ﹤0.01%
+36
246
$1.43K ﹤0.01%
52
247
$1.37K ﹤0.01%
21
248
$1.34K ﹤0.01%
+7
249
$1.28K ﹤0.01%
18
-360
250
$1.25K ﹤0.01%
+9
8 9
10
11 12