PIS

POM Investment Strategies Portfolio holdings

AUM $184M
1-Year Est. Return 16.95%
This Quarter Est. Return
1 Year Est. Return
+16.95%
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
276
$1.87K ﹤0.01%
100
277
$1.72K ﹤0.01%
73
278
$1.71K ﹤0.01%
100
279
$1.71K ﹤0.01%
8
280
$1.61K ﹤0.01%
30
281
$1.57K ﹤0.01%
52
282
$1.57K ﹤0.01%
8
283
$1.51K ﹤0.01%
1,800
284
$1.45K ﹤0.01%
24
285
$1.44K ﹤0.01%
9
286
$1.43K ﹤0.01%
15
+12
287
$1.42K ﹤0.01%
1,292
288
$1.39K ﹤0.01%
40
289
$1.36K ﹤0.01%
10
290
$1.34K ﹤0.01%
71
+62
291
$1.13K ﹤0.01%
100
292
$1.12K ﹤0.01%
21
293
$1.06K ﹤0.01%
10
294
$1.01K ﹤0.01%
8
295
$991 ﹤0.01%
9
296
$926 ﹤0.01%
495
297
$912 ﹤0.01%
50
298
$904 ﹤0.01%
12
299
$842 ﹤0.01%
2
300
$793 ﹤0.01%
6
10 11
12
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