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
$128M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$11.2M
3
+$647K
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$164K
5
QBER
TrueShares Quarterly Bear Hedge ETF
QBER
+$158K

Top Sells

1
+$6.3M
2
+$4.57M
3
+$3.61M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.99M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.85M

Sector Composition

1 Technology 3.51%
2 Consumer Discretionary 1.26%
3 Healthcare 0.91%
4 Industrials 0.68%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.18K ﹤0.01%
+13
252
$1.12K ﹤0.01%
100
253
$1.12K ﹤0.01%
8
254
$1.08K ﹤0.01%
+17
255
$1.05K ﹤0.01%
495
256
$1.02K ﹤0.01%
+11
257
$1.02K ﹤0.01%
+43
258
$1K ﹤0.01%
12
259
$997 ﹤0.01%
10
260
$984 ﹤0.01%
9
261
$949 ﹤0.01%
2
262
$939 ﹤0.01%
+19
263
$881 ﹤0.01%
+21
264
$849 ﹤0.01%
205
265
$848 ﹤0.01%
50
266
$830 ﹤0.01%
10
-58
267
$815 ﹤0.01%
+13
268
$757 ﹤0.01%
100
269
$741 ﹤0.01%
6
270
$728 ﹤0.01%
+16
271
$700 ﹤0.01%
7
-20
272
$695 ﹤0.01%
42
273
$691 ﹤0.01%
+25
274
$675 ﹤0.01%
+7
275
$647 ﹤0.01%
+31
9 10
11
12 13