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
301
$1.02K ﹤0.01%
8
302
$969 ﹤0.01%
12
303
$947 ﹤0.01%
2
304
$944 ﹤0.01%
100
305
$936 ﹤0.01%
+407
306
$891 ﹤0.01%
495
307
$833 ﹤0.01%
+5
308
$830 ﹤0.01%
205
309
$750 ﹤0.01%
10
310
$696 ﹤0.01%
6
311
$627 ﹤0.01%
31
312
$602 ﹤0.01%
42
313
$594 ﹤0.01%
7
314
$557 ﹤0.01%
5
315
$551 ﹤0.01%
2
316
$526 ﹤0.01%
+19
317
$525 ﹤0.01%
+79
318
$492 ﹤0.01%
150
319
$474 ﹤0.01%
10
320
$455 ﹤0.01%
6
321
$445 ﹤0.01%
25
322
$424 ﹤0.01%
5
323
$422 ﹤0.01%
+61
324
$410 ﹤0.01%
1
325
$399 ﹤0.01%
50
11 12
13
14 15