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
$125M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.3M
3
+$6.21M
4
BILZ icon
PIMCO Ultra Short Government Active ETF
BILZ
+$626K
5
JULW icon
AllianzIM US Large Cap Buffer20 Jul ETF
JULW
+$419K

Top Sells

1
+$6.53M
2
+$6.19M
3
+$6.07M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.43M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$890K

Sector Composition

1 Technology 3.96%
2 Consumer Discretionary 1.16%
3 Healthcare 1%
4 Financials 0.83%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.91K ﹤0.01%
13
252
$2.88K ﹤0.01%
100
253
$2.88K ﹤0.01%
+44
254
$2.87K ﹤0.01%
315
+5
255
$2.83K ﹤0.01%
24
256
$2.82K ﹤0.01%
5
257
$2.77K ﹤0.01%
16
258
$2.73K ﹤0.01%
25
259
$2.69K ﹤0.01%
+48
260
$2.66K ﹤0.01%
68
261
$2.57K ﹤0.01%
8
262
$2.49K ﹤0.01%
16
263
$2.45K ﹤0.01%
46
264
$2.4K ﹤0.01%
27
+20
265
$2.4K ﹤0.01%
7,714
266
$2.38K ﹤0.01%
10
267
$2.38K ﹤0.01%
21
268
$2.36K ﹤0.01%
130
269
$2.33K ﹤0.01%
12
270
$2.26K ﹤0.01%
+101
271
$2.17K ﹤0.01%
4
272
$2.16K ﹤0.01%
34
273
$2.03K ﹤0.01%
100
274
$1.94K ﹤0.01%
13
275
$1.88K ﹤0.01%
16
9 10
11
12 13