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
$184M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1 +$5.5M
2 +$4.85M
3 +$3.64M
4
SBAR
Simplify Barrier Income ETF
SBAR
+$3.58M
5
IEV icon
iShares Europe ETF
IEV
+$3.41M

Sector Composition

1 Technology 1.7%
2 Consumer Discretionary 0.6%
3 Healthcare 0.38%
4 Financials 0.25%
5 Consumer Staples 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$493B
$479K 0.26%
2,585
+37
AGG icon
27
iShares Core US Aggregate Bond ETF
AGG
$134B
$324K 0.18%
+3,231
NVDA icon
28
NVIDIA
NVDA
$4.44T
$308K 0.17%
1,652
-44
VOO icon
29
Vanguard S&P 500 ETF
VOO
$802B
$305K 0.17%
498
+494
IBM icon
30
IBM
IBM
$286B
$267K 0.14%
945
+9
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.09T
$209K 0.11%
415
-2
COST icon
32
Costco
COST
$406B
$187K 0.1%
202
+2
XMAG
33
Defiance Large Cap ex-Mag 7 ETF
XMAG
$64.5M
$157K 0.09%
7,096
VUG icon
34
Vanguard Growth ETF
VUG
$202B
$139K 0.08%
+290
HD icon
35
Home Depot
HD
$353B
$132K 0.07%
326
+107
IONQ icon
36
IonQ
IONQ
$16.8B
$132K 0.07%
2,141
UNH icon
37
UnitedHealth
UNH
$296B
$122K 0.07%
353
+335
VEA icon
38
Vanguard FTSE Developed Markets ETF
VEA
$185B
$113K 0.06%
1,891
+909
GBTC icon
39
Grayscale Bitcoin Trust
GBTC
$36.4B
$111K 0.06%
1,239
LOW icon
40
Lowe's Companies
LOW
$137B
$109K 0.06%
435
VTV icon
41
Vanguard Value ETF
VTV
$152B
$109K 0.06%
586
+575
VO icon
42
Vanguard Mid-Cap ETF
VO
$88.8B
$108K 0.06%
+369
DAL icon
43
Delta Air Lines
DAL
$42.7B
$104K 0.06%
1,831
EFA icon
44
iShares MSCI EAFE ETF
EFA
$68.6B
$99.9K 0.05%
1,070
+1,000
USMV icon
45
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$95.1K 0.05%
+1,000
HDV icon
46
iShares Core High Dividend ETF
HDV
$11.7B
$91.8K 0.05%
+750
AHR icon
47
American Healthcare REIT
AHR
$9.41B
$86.9K 0.05%
2,068
VV icon
48
Vanguard Large-Cap ETF
VV
$47.4B
$82.8K 0.05%
+269
VTI icon
49
Vanguard Total Stock Market ETF
VTI
$564B
$82K 0.04%
+250
WSFS icon
50
WSFS Financial
WSFS
$3.08B
$81.2K 0.04%
1,506