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
$133M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$1.31M
3
+$1.06M
4
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$634K
5
IBHE icon
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$321K

Top Sells

1
+$10.1M
2
+$2.6M
3
+$637K
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$323K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$108K

Sector Composition

1 Technology 3.76%
2 Consumer Discretionary 1.21%
3 Financials 0.89%
4 Healthcare 0.77%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.55K ﹤0.01%
342
227
$4.53K ﹤0.01%
+28
228
$4.5K ﹤0.01%
73
229
$4.49K ﹤0.01%
7,714
230
$4.38K ﹤0.01%
+1,667
231
$4.36K ﹤0.01%
+44
232
$4.22K ﹤0.01%
94
233
$4.17K ﹤0.01%
+275
234
$4.11K ﹤0.01%
506
+187
235
$3.98K ﹤0.01%
37
236
$3.92K ﹤0.01%
104
237
$3.9K ﹤0.01%
73
+1
238
$3.79K ﹤0.01%
130
239
$3.75K ﹤0.01%
+16
240
$3.69K ﹤0.01%
10
241
$3.5K ﹤0.01%
36
242
$3.46K ﹤0.01%
+30
243
$3.44K ﹤0.01%
+62
244
$3.26K ﹤0.01%
33
+1
245
$3.22K ﹤0.01%
8
246
$3.2K ﹤0.01%
13
247
$3.17K ﹤0.01%
8
248
$3.09K ﹤0.01%
16
249
$2.99K ﹤0.01%
100
250
$2.98K ﹤0.01%
100
8 9
10
11 12