PIS
POM Investment Strategies Portfolio holdings
AUM
$184M
1-Year Est. Return
16.95%
1 Year Est. Return
+16.95%
AUM
$140M
AUM Growth
+$54.3M
(+64%)
Holding
242
Top Buys
| 1 | +$10.3M | |
| 2 | +$10.2M | |
| 3 | +$10.2M | |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$10.2M |
| 5 |
iShares Europe ETF
IEV
|
+$9.92M |
Top Sells
| 1 | +$7.28M | |
| 2 | +$6.39M | |
| 3 | +$4.91M | |
| 4 |
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
|
+$4.2M |
| 5 |
RFIX
Simplify Bond Bull ETF
RFIX
|
+$1.9M |
Sector Composition
| 1 | Technology | 2.66% |
| 2 | Financials | 0.35% |
| 3 | Healthcare | 0.33% |
| 4 | Consumer Discretionary | 0.21% |
| 5 | Consumer Staples | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Estee Lauder
EL
$32.4B
| – | – |
-10
|
|
||
227
Elevance Health
ELV
$72.8B
| – | – |
-4
|
|
||
228
Emerson Electric
EMR
$72.1B
| – | – |
-9
|
|
||
229
Vanguard ESG US Stock ETF
ESGV
$11.6B
| – | – |
-2,385
|
|
||
230
Eaton
ETN
$137B
| – | – |
-28
|
|
||
231
Fidelity High Dividend ETF
FDVV
$6.98B
| – | – |
-2,000
|
|
||
|
FISV
232
Fiserv, Inc. Common Stock
FISV
$35B
| – | – |
-13
|
|
||
233
Fidelity National Information Services
FIS
$34.1B
| – | – |
-12
|
|
||
234
Fidelity Enhanced Mid Cap ETF
FMDE
$3.5B
| – | – |
-464
|
|
||
235
Genmab
GMAB
$18.7B
| – | – |
-14
|
|
||
236
Acushnet Holdings
GOLF
$4.68B
| – | – |
-34
|
|
||
237
Highwoods Properties
HIW
$3.18B
| – | – |
-936
|
|
||
238
Honeywell
HON
$127B
| – | – |
-8
|
|
||
239
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.8B
| – | – |
-38,412
|
|
||
240
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$488M
| – | – |
-12,481
|
|
||
241
ICICI Bank
IBN
$111B
| – | – |
-100
|
|
||
242
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
| – | – |
-3
|
|