PIS
POM Investment Strategies Portfolio holdings
AUM
$140M
This Quarter Return
+7.37%
1 Year Return
+15.72%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
+$122M
(+12%)
Cap. Flow
+$5.18M
Cap. Flow
% of AUM
4.24%
Top 10 Holdings %
Top 10 Hldgs %
75.65%
Holding
265
New
34
Increased
54
Reduced
12
Closed
14
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$6.36M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$6.18M |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
$739K |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
$730K |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
$675K |
Top Sells
| 1 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$12.7M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$308K |
| 3 |
Advanced Micro Devices
AMD
|
$243K |
| 4 |
Opko Health
OPK
|
$239K |
| 5 |
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
|
$134K |
Sector Composition
| 1 | Technology | 3.18% |
| 2 | Consumer Discretionary | 1.08% |
| 3 | Healthcare | 0.86% |
| 4 | Financials | 0.6% |
| 5 | Industrials | 0.57% |
