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PIS

POM Investment Strategies Portfolio holdings

AUM $88.3M
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
+9.49%
1 Year Est. Return
+15.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$54.3M
Cap. Flow
+$45.4M
Cap. Flow %
32.43%
Top 10 Hldgs %
73.22%
Holding
242
New
29
Increased
21
Reduced
27
Closed
101

Top Buys

Rank Stock Value
1
IEV icon
iShares Europe ETF
IEV
+$9.53M
2
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.5M
3
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$9.37M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.22M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.18M

Top Sells

Rank Stock Value
1
FTGS icon
First Trust Growth Strength ETF
FTGS
+$7.17M
2
EDOW icon
First Trust Dow 30 Equal Weight ETF
EDOW
+$7.08M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$7.04M
4
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$4.73M
5
RFIX
Simplify Bond Bull ETF
RFIX
+$1.9M

Sector Composition

Rank Sector Weight
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
VGSH icon
226
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
– –
-60
Closed -$3.52K
VLTO icon
227
Veralto
VLTO
$23.6B
– –
-3
Closed -$292
VRSK icon
228
Verisk Analytics
VRSK
$23.5B
– –
-2
Closed -$595
VRTX icon
229
Vertex Pharmaceuticals
VRTX
$133B
– –
-8
Closed -$3.88K
VSGX icon
230
Vanguard ESG International Stock ETF
VSGX
$6.81B
– –
-2,294
Closed -$135K
VUG icon
231
Vanguard Morningstar Growth ETF
VUG
$229B
– –
-6
Closed -$371
WDS icon
232
Woodside Energy
WDS
$43.6B
– –
-9
Closed -$130
WTRG icon
233
Essential Utilities
WTRG
$11.3B
– –
-1,843
Closed -$72.9K
XEL icon
234
Xcel Energy
XEL
$49.1B
– –
-21
Closed -$1.49K
ZTS icon
235
Zoetis
ZTS
$30.4B
– –
-16
Closed -$2.63K
FLJJ icon
236
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$8.6M
– –
-3,356
Closed -$94.4K
GEV icon
237
GE Vernova
GEV
$277B
– –
-37
Closed -$11.3K
QBUL
238
TrueShares Quarterly Bull Hedge ETF
QBUL
$8.72M
– –
-1,904
Closed -$47.3K
QBER
239
TrueShares Quarterly Bear Hedge ETF
QBER
$72.2M
– –
-5,781
Closed -$143K
NBIS
240
Nebius Group N.V.
NBIS
$65.8B
– –
-19
Closed -$401
SMAX
241
iShares Large Cap Max Buffer Sep ETF
SMAX
$89.1M
– –
-38,390
Closed -$961K
RFIX
242
Simplify Bond Bull ETF
RFIX
$44.6M
– –
-35,430
Closed -$1.9M
6 7 8 9
10

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PBCM
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BCP
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CVM
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DG
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HI
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SCA
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POM Investment Strategies's Q2 2025 Portfolio in Review

As of Q2 2025, POM Investment Strategies held 242 positions worth $140M, up 64% from $85.5M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

POM Investment Strategies deployed $45.4M of net new capital in Q2 2025, opening 29 new positions and adding to 21 existing holdings. Its largest new stake was iShares Europe ETF: 156,855 shares worth $9.92M.

By sector, the portfolio is most concentrated in Technology at 2.7% of assets, down from 3.1% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was First Trust Growth Strength ETF, an estimated $7.17M trimmed.

  • POM Investment Strategies's largest Q2 2025 buy was iShares Europe ETF: 156,855 shares worth $9.92M.
  • POM Investment Strategies added most to Invesco S&P 500 Top 50 ETF in Q2 2025, an estimated $9.37M increase.
  • POM Investment Strategies's biggest Q2 2025 reduction was First Trust Growth Strength ETF, cutting an estimated $7.17M.
  • POM Investment Strategies fully exited Simplify Bond Bull ETF in Q2 2025, selling an estimated $1.9M.
  • POM Investment Strategies's ten largest holdings make up 73% of its $140M portfolio in Q2 2025.
  • POM Investment Strategies opened 29 new positions and closed 101 in Q2 2025.
  • POM Investment Strategies's portfolio value rose 64% quarter-over-quarter to $140M.

Based on POM Investment Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.