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
$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
276
$582 ﹤0.01%
+4
277
$564 ﹤0.01%
+7
278
$563 ﹤0.01%
+50
279
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150
280
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2
281
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5
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6
283
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5
-106
284
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10
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286
$384 ﹤0.01%
1
287
$379 ﹤0.01%
+3
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14
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74
290
$336 ﹤0.01%
3
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+25
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1
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+100
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10
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+5
300
$192 ﹤0.01%
+2
10 11
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