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
276
$2K ﹤0.01%
+27
277
$2K ﹤0.01%
+19
278
$1.93K ﹤0.01%
+40
279
$1.9K ﹤0.01%
+30
280
$1.9K ﹤0.01%
16
281
$1.86K ﹤0.01%
30
282
$1.86K ﹤0.01%
8
283
$1.85K ﹤0.01%
24
284
$1.81K ﹤0.01%
5
285
$1.81K ﹤0.01%
8
286
$1.77K ﹤0.01%
27
287
$1.74K ﹤0.01%
100
288
$1.74K ﹤0.01%
9
289
$1.67K ﹤0.01%
25
290
$1.42K ﹤0.01%
+19
291
$1.42K ﹤0.01%
21
292
$1.34K ﹤0.01%
9
293
$1.32K ﹤0.01%
7
294
$1.28K ﹤0.01%
+212
295
$1.27K ﹤0.01%
26
296
$1.18K ﹤0.01%
13
297
$1.11K ﹤0.01%
52
298
$1.1K ﹤0.01%
17
299
$1.03K ﹤0.01%
43
300
$1.02K ﹤0.01%
11
10 11
12
13 14