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
$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
326
– –
-100
327
– –
-200
328
– –
-100
329
– –
-5,904
330
– –
-200
331
– –
-37,187
332
– –
-69
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