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
301
$189 ﹤0.01%
1
302
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100
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15
304
$155 ﹤0.01%
9
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305
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50
306
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+20
307
$75 ﹤0.01%
+5
308
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+2
309
$43 ﹤0.01%
1
-106,171
310
$38 ﹤0.01%
2
311
$15 ﹤0.01%
1,005
312
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-129,320
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