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
$133M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$1.31M
3
+$1.06M
4
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$634K
5
IBHE icon
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$321K

Top Sells

1
+$10.1M
2
+$2.6M
3
+$637K
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$323K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$108K

Sector Composition

1 Technology 3.76%
2 Consumer Discretionary 1.21%
3 Financials 0.89%
4 Healthcare 0.77%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.97K ﹤0.01%
21
252
$2.91K ﹤0.01%
47
253
$2.88K ﹤0.01%
+206
254
$2.88K ﹤0.01%
8
255
$2.7K ﹤0.01%
8
256
$2.67K ﹤0.01%
13
257
$2.64K ﹤0.01%
21
258
$2.61K ﹤0.01%
16
259
$2.6K ﹤0.01%
5
260
$2.58K ﹤0.01%
130
261
$2.55K ﹤0.01%
68
262
$2.49K ﹤0.01%
100
263
$2.44K ﹤0.01%
24
264
$2.42K ﹤0.01%
34
265
$2.39K ﹤0.01%
180
266
$2.34K ﹤0.01%
10
267
$2.33K ﹤0.01%
14
+13
268
$2.32K ﹤0.01%
+60
269
$2.32K ﹤0.01%
100
270
$2.26K ﹤0.01%
13
271
$2.25K ﹤0.01%
+179
272
$2.17K ﹤0.01%
45
273
$2.15K ﹤0.01%
+4
274
$2.15K ﹤0.01%
19
275
$2K ﹤0.01%
+821
9 10
11
12 13